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
2401
– –
-16,000
2402
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-17,370
2403
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-155
2404
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-2,130
2405
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-1,490
2406
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-56,100
2407
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-200
2408
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-333
2409
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-130
2410
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-14,100
2411
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-68
2412
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-45,400
2413
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-1,190
2414
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-665
2415
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-2,300
2416
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-41,900
2417
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-1,978
2418
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-169,345
2419
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-3,600
2420
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-100
2421
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-8,000
2422
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-2,400
2423
– –
-3,000
2424
– –
-163,050
2425
– –
-6,000
95 96
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