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
176
$14.4M 0.13%
105,542
-80
177
$14.3M 0.13%
259,153
+14,060
178
$14.3M 0.13%
125,864
+17,744
179
$14.3M 0.13%
100,981
+14,085
180
$14.2M 0.12%
148,974
+34,210
181
$14.1M 0.12%
224,044
+8,111
182
$14.1M 0.12%
118,389
-4,415
183
$14M 0.12%
51,793
-3,889
184
$13.8M 0.12%
191,202
-12,065
185
$13.8M 0.12%
162,783
186
$13.7M 0.12%
176,779
-4,396
187
$13.7M 0.12%
34,710
-2,045
188
$13.6M 0.12%
88,663
+1,735
189
$13.6M 0.12%
90,818
+31,838
190
$13.6M 0.12%
23,021
+2,494
191
$13.5M 0.12%
400,741
-18,762
192
$13.4M 0.12%
229,257
+800
193
$13.3M 0.12%
109,565
-10,185
194
$13.3M 0.12%
138,757
-26,665
195
$13.1M 0.11%
241,874
196
$13M 0.11%
234,501
+3,000
197
$13M 0.11%
40,691
+4,401
198
$12.9M 0.11%
310,737
+8,000
199
$12.8M 0.11%
11,140
-1,995
200
$12.7M 0.11%
159,256
-31,850
6 7
8
9 10