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
101
$25.7M 0.23%
255,673
+12,905
102
$25.6M 0.22%
366,396
+5,297
103
$24.7M 0.22%
362,368
-14,981
104
$24M 0.21%
221,811
-13,451
105
$23.7M 0.21%
130,189
+541
106
$23.6M 0.21%
106,631
+10,679
107
$23.6M 0.21%
172,333
-8,002
108
$23.3M 0.2%
377,520
+17,800
109
$23.2M 0.2%
102,195
+265
110
$23.2M 0.2%
71,067
-4,907
111
$23M 0.2%
+241,929
112
$22.7M 0.2%
48,429
+5,135
113
$22.5M 0.2%
273,774
-3,000
114
$22.4M 0.2%
111,454
+310
115
$22.3M 0.2%
534,316
+10,070
116
$22.2M 0.19%
397,682
+15,410
117
$22M 0.19%
274,569
+11,287
118
$21.6M 0.19%
96,550
-9,520
119
$21.4M 0.19%
76,081
+1,014
120
$21.4M 0.19%
240,953
+15,087
121
$21.4M 0.19%
94,276
+2,950
122
$21.4M 0.19%
464,367
+10,415
123
$21.3M 0.19%
108,352
-8,816
124
$21.1M 0.18%
103,248
+4,955
125
$20.9M 0.18%
105,043
-1,935
3 4
5
6 7