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
426
$4.15M 0.04%
40,235
427
$4.14M 0.04%
96,270
-7,260
428
$4.12M 0.04%
42,910
+800
429
$4.09M 0.04%
115,399
-16,621
430
$4.08M 0.04%
27,417
+152
431
$4.07M 0.04%
48,178
+1,500
432
$4.06M 0.04%
337,452
-14,261
433
$4.06M 0.04%
116,243
+69,487
434
$4.05M 0.04%
8,620
+1,376
435
$4.03M 0.04%
61,829
-975
436
$4.02M 0.04%
143,750
+550
437
$4.01M 0.04%
30,155
+14,739
438
$4M 0.04%
43,900
-6,800
439
$3.99M 0.03%
11,500
-700,500
440
$3.99M 0.03%
25,839
-2,230
441
$3.99M 0.03%
134,786
442
$3.98M 0.03%
37,980
-2,510
443
$3.96M 0.03%
67,900
+1,784
444
$3.93M 0.03%
22,490
-500
445
$3.93M 0.03%
67,400
+5,700
446
$3.92M 0.03%
99,030
+14,641
447
$3.9M 0.03%
279,224
+106,559
448
$3.88M 0.03%
51,135
-1,500
449
$3.86M 0.03%
66,290
-7,040
450
$3.86M 0.03%
40,279
-6,162
16 17
18
19 20