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
401
$4.65M 0.04%
25,928
-15,096
402
$4.63M 0.04%
88,632
+5,950
403
$4.62M 0.04%
77,811
+546
404
$4.46M 0.04%
164,500
-60,229
405
$4.45M 0.04%
96,429
+26,211
406
$4.44M 0.04%
45,690
407
$4.43M 0.04%
257,245
-24,950
408
$4.42M 0.04%
37,605
409
$4.38M 0.04%
44,967
+426
410
$4.32M 0.04%
37,110
411
$4.3M 0.04%
48,740
+3,300
412
$4.28M 0.04%
58,365
413
$4.27M 0.04%
101,543
+15,715
414
$4.25M 0.04%
66,813
-1,621
415
$4.23M 0.04%
9,314
-895
416
$4.23M 0.04%
60,050
-17,628
417
$4.23M 0.04%
123,024
+17,243
418
$4.23M 0.04%
206,680
+96,850
419
$4.23M 0.04%
146,365
-6,930
420
$4.22M 0.04%
37,335
+4,730
421
$4.22M 0.04%
31,738
+2,000
422
$4.21M 0.04%
17,404
-435
423
$4.21M 0.04%
72,412
+70,592
424
$4.17M 0.04%
63,874
425
$4.15M 0.04%
18,817
15 16
17
18 19