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
26
$71M 0.62%
778,632
-6,707
27
$69.7M 0.61%
418,463
+11,226
28
$64.2M 0.56%
1,504,629
-34,391
29
$64.1M 0.56%
1,634,522
-44,475
30
$62.4M 0.55%
130,130
-864
31
$61.5M 0.54%
167,875
+1,327
32
$61.4M 0.54%
248,567
+891
33
$60.3M 0.53%
555,322
-15,360
34
$58.7M 0.51%
241,444
-3,063
35
$57.9M 0.51%
376,669
-22,426
36
$57.3M 0.5%
606,945
-20,920
37
$56.1M 0.49%
1,143,893
+41,700
38
$54.3M 0.47%
461,315
-42,401
39
$52.6M 0.46%
682,840
+28,622
40
$52.5M 0.46%
1,033,972
+67,729
41
$52M 0.45%
1,282,422
-25,941
42
$51.5M 0.45%
185,417
-13,582
43
$51.4M 0.45%
1,058,130
+20,940
44
$51.3M 0.45%
240,365
-10,731
45
$50.8M 0.44%
105,307
+5,424
46
$50.3M 0.44%
223,766
+8,112
47
$49.6M 0.43%
709,512
-30,928
48
$49M 0.43%
460,818
-49,800
49
$48.8M 0.43%
1,305,428
-18,669
50
$47.1M 0.41%
368,945
+8,640
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