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
2101
$16K ﹤0.01%
1,770
-3,750
2102
$16K ﹤0.01%
740
+280
2103
$16K ﹤0.01%
902
+570
2104
$16K ﹤0.01%
+1,050
2105
$15K ﹤0.01%
+1,380
2106
$15K ﹤0.01%
+1,030
2107
$15K ﹤0.01%
338
-252
2108
$15K ﹤0.01%
+1,207
2109
$15K ﹤0.01%
213
-115
2110
$15K ﹤0.01%
+1,209
2111
$15K ﹤0.01%
+610
2112
$15K ﹤0.01%
6,410
+4,290
2113
$15K ﹤0.01%
+300
2114
$15K ﹤0.01%
+930
2115
$15K ﹤0.01%
1,442
2116
$15K ﹤0.01%
+1,450
2117
$15K ﹤0.01%
170
+139
2118
$15K ﹤0.01%
+940
2119
$15K ﹤0.01%
+3,000
2120
$14K ﹤0.01%
+3,250
2121
$14K ﹤0.01%
+690
2122
$14K ﹤0.01%
5,870
-28,000
2123
$14K ﹤0.01%
860
2124
$14K ﹤0.01%
+1,670
2125
$14K ﹤0.01%
850
-2,950
83 84
85
86 87