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
251
$10.8M 0.08%
420,610
-240
252
$10.8M 0.08%
24,165
+160
253
$10.7M 0.08%
48,265
+2,150
254
$10.7M 0.08%
434,691
-24,567
255
$10.7M 0.08%
233,077
-16,110
256
$10.7M 0.08%
147,275
-3,140
257
$10.6M 0.07%
356,664
-118,542
258
$10.5M 0.07%
621,798
-95,530
259
$10.5M 0.07%
153,360
+2,385
260
$10.4M 0.07%
182,106
-5,092
261
$10.3M 0.07%
24,920
-30
262
$10.3M 0.07%
65,680
+3,530
263
$10.2M 0.07%
48,107
+895
264
$10.2M 0.07%
78,085
+8,000
265
$10.2M 0.07%
+76,480
266
$10.2M 0.07%
92,523
-1,581
267
$10.2M 0.07%
74,173
-6,028
268
$10.1M 0.07%
118,281
+6,130
269
$9.96M 0.07%
+22,835
270
$9.85M 0.07%
61,485
+800
271
$9.8M 0.07%
+126,416
272
$9.71M 0.07%
103,807
-39,963
273
$9.7M 0.07%
58,980
-126,385
274
$9.69M 0.07%
64,854
-47,498
275
$9.51M 0.07%
276,893
-41,629
9 10
11
12 13