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
2201
$9K ﹤0.01%
177
2202
$9K ﹤0.01%
252
-428
2203
$9K ﹤0.01%
150
2204
$9K ﹤0.01%
210
+54
2205
$9K ﹤0.01%
310
-17,079
2206
$8K ﹤0.01%
175
2207
$8K ﹤0.01%
195
2208
$8K ﹤0.01%
881
-50,800
2209
$8K ﹤0.01%
360
2210
$8K ﹤0.01%
120
2211
$8K ﹤0.01%
1,050
-600
2212
$8K ﹤0.01%
1,500
2213
$8K ﹤0.01%
320
2214
$8K ﹤0.01%
780
-2,030
2215
$8K ﹤0.01%
+1,400
2216
$8K ﹤0.01%
+450
2217
$8K ﹤0.01%
150
2218
$8K ﹤0.01%
4,840
2219
$8K ﹤0.01%
350
2220
$8K ﹤0.01%
190
2221
$8K ﹤0.01%
490
-100,000
2222
$8K ﹤0.01%
175
+100
2223
$8K ﹤0.01%
4,852
2224
$8K ﹤0.01%
1,505
-6,600
2225
$8K ﹤0.01%
654
-54
87 88
89
90 91