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
2326
$3K ﹤0.01%
+898
2327
$3K ﹤0.01%
468
-2,492
2328
$3K ﹤0.01%
678
-1,400
2329
$3K ﹤0.01%
350
2330
$3K ﹤0.01%
425
2331
$3K ﹤0.01%
1,150
-4,320
2332
$3K ﹤0.01%
4
2333
$3K ﹤0.01%
200
2334
$3K ﹤0.01%
1,030
-31,400
2335
$3K ﹤0.01%
1,730
2336
$3K ﹤0.01%
609
-3,481
2337
$3K ﹤0.01%
720
2338
$2K ﹤0.01%
473
-2,727
2339
$2K ﹤0.01%
1,245
2340
$2K ﹤0.01%
347
-14,000
2341
$2K ﹤0.01%
1,335
2342
$2K ﹤0.01%
+38
2343
$2K ﹤0.01%
30
2344
$2K ﹤0.01%
650
2345
$2K ﹤0.01%
150
-6,350
2346
$2K ﹤0.01%
22
2347
$2K ﹤0.01%
+150
2348
$2K ﹤0.01%
359
-37,271
2349
$2K ﹤0.01%
2,560
-25,738
2350
$2K ﹤0.01%
660
92 93
94
95 96