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
2301
$4K ﹤0.01%
6
-260
2302
$4K ﹤0.01%
153
-392
2303
$4K ﹤0.01%
320
-10,800
2304
$3K ﹤0.01%
350
-600
2305
$3K ﹤0.01%
540
2306
$3K ﹤0.01%
200
2307
$3K ﹤0.01%
+187
2308
$3K ﹤0.01%
+200
2309
$3K ﹤0.01%
805
2310
$3K ﹤0.01%
140
2311
$3K ﹤0.01%
20
2312
$3K ﹤0.01%
325
2313
$3K ﹤0.01%
+66
2314
$3K ﹤0.01%
280
2315
$3K ﹤0.01%
1,085
-56,200
2316
$3K ﹤0.01%
972
2317
$3K ﹤0.01%
137
2318
$3K ﹤0.01%
37
2319
$3K ﹤0.01%
24
-1,924
2320
$3K ﹤0.01%
+55
2321
$3K ﹤0.01%
984
2322
$3K ﹤0.01%
437
-113
2323
$3K ﹤0.01%
1,078
-33,722
2324
$3K ﹤0.01%
700
-2,000
2325
$3K ﹤0.01%
238
91 92
93
94 95