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
2251
$6K ﹤0.01%
1,100
-2,200
2252
$6K ﹤0.01%
850
2253
$6K ﹤0.01%
390
2254
$6K ﹤0.01%
95
2255
$6K ﹤0.01%
490
2256
$6K ﹤0.01%
856
-2,944
2257
$6K ﹤0.01%
960
-20
2258
$6K ﹤0.01%
320
2259
$6K ﹤0.01%
1,483
-1,757
2260
$6K ﹤0.01%
226
-604
2261
$6K ﹤0.01%
395
-3,100
2262
$5K ﹤0.01%
1,520
2263
$5K ﹤0.01%
26
2264
$5K ﹤0.01%
250
2265
$5K ﹤0.01%
1,250
2266
$5K ﹤0.01%
530
2267
$5K ﹤0.01%
320
2268
$5K ﹤0.01%
324
2269
$5K ﹤0.01%
320
2270
$5K ﹤0.01%
38
-400
2271
$5K ﹤0.01%
1,251
-74,400
2272
$5K ﹤0.01%
+41
2273
$5K ﹤0.01%
17
2274
$5K ﹤0.01%
1,200
2275
$5K ﹤0.01%
345
89 90
91
92 93