Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.4B
AUM Growth
-$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,581
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$9.47M
3
+$7.23M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.94M
5
WBD icon
Warner Bros
WBD
+$4.89M

Top Sells

1
+$339M
2
+$243M
3
+$56.9M
4
T icon
AT&T
T
+$20.9M
5
AMZN icon
Amazon
AMZN
+$12.4M

Sector Composition

1 Technology 22.83%
2 Healthcare 14.55%
3 Financials 12.67%
4 Consumer Discretionary 8.92%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5.35M 0.05%
42,654
352
$5.34M 0.05%
13,889
+989
353
$5.31M 0.05%
149,980
-5,300
354
$5.29M 0.05%
41,700
+1,600
355
$5.28M 0.05%
223,350
+87,920
356
$5.26M 0.05%
145,694
-8,392
357
$5.24M 0.05%
37,180
-4,790
358
$5.23M 0.05%
88,095
+1,625
359
$5.18M 0.05%
74,766
-2,822
360
$5.17M 0.05%
126,228
+132
361
$5.16M 0.05%
43,369
+1,380
362
$5.16M 0.05%
46,903
+27,103
363
$5.11M 0.04%
207,068
-3,615
364
$5.1M 0.04%
45,661
-3,924
365
$5.09M 0.04%
28,300
-8,317
366
$5.05M 0.04%
55,845
-200
367
$5.05M 0.04%
54,470
+5,740
368
$5M 0.04%
70,645
369
$5M 0.04%
46,569
+34,340
370
$4.96M 0.04%
40,514
-410
371
$4.95M 0.04%
109,305
-45,568
372
$4.94M 0.04%
68,554
+300
373
$4.91M 0.04%
75,100
374
$4.9M 0.04%
43,740
375
$4.9M 0.04%
24,582
-2,160
13 14
15
16 17