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
376
$4.89M 0.04%
+364,371
377
$4.88M 0.04%
58,580
+2,900
378
$4.87M 0.04%
168,271
+14,750
379
$4.86M 0.04%
161,801
+69,636
380
$4.86M 0.04%
20,525
-2,310
381
$4.84M 0.04%
185,435
+15,058
382
$4.83M 0.04%
316,585
-105,518
383
$4.83M 0.04%
103,600
-1,440
384
$4.79M 0.04%
93,522
+56,822
385
$4.79M 0.04%
31,280
+1,830
386
$4.78M 0.04%
104,220
-11,772
387
$4.78M 0.04%
139,770
-800
388
$4.76M 0.04%
1,189
+36
389
$4.75M 0.04%
27,475
-1,500
390
$4.74M 0.04%
25,934
+315
391
$4.74M 0.04%
12,636
+20
392
$4.73M 0.04%
60,520
+11,170
393
$4.73M 0.04%
108,655
+59,000
394
$4.73M 0.04%
63,114
+5,314
395
$4.72M 0.04%
96,240
-4,230
396
$4.72M 0.04%
47,212
-895
397
$4.68M 0.04%
208,405
398
$4.68M 0.04%
43,618
-660
399
$4.67M 0.04%
27,943
+1,723
400
$4.66M 0.04%
111,609
+4,100
14 15
16
17 18