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
2176
$10K ﹤0.01%
+4,910
2177
$10K ﹤0.01%
590
-2,145
2178
$10K ﹤0.01%
211
-199
2179
$10K ﹤0.01%
385
-1,850
2180
$10K ﹤0.01%
1,620
2181
$10K ﹤0.01%
+1,780
2182
$10K ﹤0.01%
+770
2183
$10K ﹤0.01%
3,180
2184
$10K ﹤0.01%
230
2185
$10K ﹤0.01%
175
-535
2186
$10K ﹤0.01%
+1,030
2187
$10K ﹤0.01%
320
2188
$10K ﹤0.01%
+990
2189
$10K ﹤0.01%
2,940
+40
2190
$10K ﹤0.01%
125
-61
2191
$10K ﹤0.01%
+60
2192
$10K ﹤0.01%
+570
2193
$10K ﹤0.01%
16
-35
2194
$9K ﹤0.01%
290
2195
$9K ﹤0.01%
880
-2,520
2196
$9K ﹤0.01%
+280
2197
$9K ﹤0.01%
780
2198
$9K ﹤0.01%
+270
2199
$9K ﹤0.01%
1,044
-1,856
2200
$9K ﹤0.01%
3,690
86 87
88
89 90