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
2151
$12K ﹤0.01%
+620
2152
$12K ﹤0.01%
1,160
-2,500
2153
$12K ﹤0.01%
1,575
2154
$12K ﹤0.01%
470
2155
$12K ﹤0.01%
880
2156
$12K ﹤0.01%
3,400
-5,820
2157
$12K ﹤0.01%
4,700
-58,650
2158
$12K ﹤0.01%
+1,140
2159
$12K ﹤0.01%
+870
2160
$11K ﹤0.01%
2,385
2161
$11K ﹤0.01%
+1,500
2162
$11K ﹤0.01%
280
2163
$11K ﹤0.01%
640
2164
$11K ﹤0.01%
2,000
-12,410
2165
$11K ﹤0.01%
341
-689
2166
$11K ﹤0.01%
+310
2167
$11K ﹤0.01%
+2,860
2168
$11K ﹤0.01%
300
+130
2169
$11K ﹤0.01%
200
2170
$11K ﹤0.01%
163
+1
2171
$11K ﹤0.01%
131
+73
2172
$11K ﹤0.01%
+3,070
2173
$11K ﹤0.01%
1,250
-3,000
2174
$11K ﹤0.01%
4,414
-2,012
2175
$11K ﹤0.01%
+840
85 86
87
88 89