Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $30.3B
1-Year Est. Return 23.93%
This Quarter Est. Return
1 Year Est. Return
+23.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.2B
AUM Growth
+$857M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,444
New
Increased
Reduced
Closed

Top Buys

1
+$801M
2
+$329M
3
+$106M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$88.6M
5
ABT icon
Abbott
ABT
+$67.5M

Top Sells

1
+$71.3M
2
+$57.5M
3
+$51.7M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$50.8M
5
CONE
CyrusOne Inc Common Stock
CONE
+$47.6M

Sector Composition

1 Technology 22.73%
2 Healthcare 12.42%
3 Financials 12.13%
4 Consumer Discretionary 9.24%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.6M 0.09%
144,411
-350
227
$12.6M 0.09%
+200,387
228
$12.5M 0.09%
108,600
+495
229
$12.5M 0.09%
200,000
+900
230
$12.4M 0.09%
74,537
-3,995
231
$12.4M 0.09%
+137,627
232
$12.3M 0.09%
43,315
+20
233
$12.3M 0.09%
24,379
-9,090
234
$12.2M 0.09%
56,540
+18,240
235
$12.2M 0.09%
76,773
-4,200
236
$12.1M 0.09%
94,301
-24,803
237
$11.8M 0.08%
+53,575
238
$11.8M 0.08%
296,034
-111,012
239
$11.5M 0.08%
75,576
-4,045
240
$11.5M 0.08%
75,823
-6,727
241
$11.4M 0.08%
193,192
-29,951
242
$11.4M 0.08%
65,010
+1,970
243
$11.3M 0.08%
+52,529
244
$11.3M 0.08%
272,457
+4,710
245
$11.2M 0.08%
669,064
-190,465
246
$11.1M 0.08%
44,625
+710
247
$11M 0.08%
270,915
+5,740
248
$10.9M 0.08%
295,649
+1,376
249
$10.9M 0.08%
114,764
+600
250
$10.8M 0.08%
486,754
+62,199
8 9
10
11 12