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Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
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
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$10.5M
3
+$7.64M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.83M
5
WBD icon
Warner Bros
WBD
+$5.08M

Top Sells

1
+$339M
2
+$264M
3
+$59.2M
4
T icon
AT&T
T
+$19.9M
5
AMZN icon
Amazon
AMZN
+$14.6M

Sector Composition

1 Technology 22.82%
2 Healthcare 14.55%
3 Financials 12.67%
4 Consumer Discretionary 8.92%
5 Industrials 8.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
– –
-8,000
2402
– –
-2,400
2403
– –
-3,000
2404
– –
-163,050
2405
– –
-6,000
2406
– –
-106,152
2407
– –
-5,900
2408
– –
-103,807
2409
– –
-5,192
2410
– –
-2,248
2411
– –
-2,785
2412
– –
-3,640
2413
– –
-100
2414
– –
-4,050
2415
– –
-27,859
2416
– –
-1,010
2417
– –
-67,000
2418
– –
-2,910
2419
– –
-8,800
2420
– –
-3,700
2421
– –
-181,900
2422
– –
-12,600
2423
– –
-26,800
2424
– –
-200
2425
– –
-5,350
95 96
97
98 99