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
2076
$18K ﹤0.01%
+490
2077
$18K ﹤0.01%
3,400
+700
2078
$18K ﹤0.01%
640
2079
$17K ﹤0.01%
6,150
+3,450
2080
$17K ﹤0.01%
340
-340
2081
$17K ﹤0.01%
+2,180
2082
$17K ﹤0.01%
+2,580
2083
$17K ﹤0.01%
791
-739
2084
$17K ﹤0.01%
+1,470
2085
$17K ﹤0.01%
359
+9
2086
$17K ﹤0.01%
+1,000
2087
$17K ﹤0.01%
327
-10
2088
$17K ﹤0.01%
331
+66
2089
$17K ﹤0.01%
70
+30
2090
$17K ﹤0.01%
+1,100
2091
$17K ﹤0.01%
1,040
+670
2092
$17K ﹤0.01%
+1,300
2093
$16K ﹤0.01%
362
2094
$16K ﹤0.01%
+2,320
2095
$16K ﹤0.01%
+2,740
2096
$16K ﹤0.01%
+1,110
2097
$16K ﹤0.01%
4,300
+1,900
2098
$16K ﹤0.01%
2,000
-24,390
2099
$16K ﹤0.01%
700
-50,000
2100
$16K ﹤0.01%
+113
82 83
84
85 86