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
151
$16.4M 0.14%
215,624
+35,275
152
$16.4M 0.14%
51,102
-1,837
153
$16.3M 0.14%
67,613
+2,665
154
$16.2M 0.14%
389,800
-4,200
155
$16.2M 0.14%
292,332
-2,182
156
$16.2M 0.14%
155,096
+7,679
157
$16.1M 0.14%
176,161
+7,386
158
$16M 0.14%
339,004
+64,392
159
$15.9M 0.14%
170,364
+11,028
160
$15.9M 0.14%
210,818
-15,707
161
$15.8M 0.14%
139,502
+22,742
162
$15.4M 0.14%
66,268
+240
163
$15.3M 0.13%
144,180
+1,510
164
$15.1M 0.13%
119,496
+2,457
165
$15.1M 0.13%
224,080
+2,660
166
$15.1M 0.13%
380,515
-9,834
167
$15.1M 0.13%
42,928
+1,003
168
$14.9M 0.13%
76,804
-7,528
169
$14.9M 0.13%
157,451
+18,748
170
$14.9M 0.13%
49,003
+5,350
171
$14.8M 0.13%
117,625
-4,465
172
$14.6M 0.13%
313,954
+17,920
173
$14.5M 0.13%
107,522
+1,770
174
$14.5M 0.13%
71,092
+2,696
175
$14.5M 0.13%
214,346
+1,410
5 6
7
8 9