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
276
$9.42M 0.07%
122,455
-15,594
277
$9.4M 0.07%
111,880
-320
278
$9.33M 0.07%
53,208
+5,971
279
$9.32M 0.07%
103,035
-1,625
280
$9.25M 0.07%
230,302
-22,663
281
$9.21M 0.06%
29,680
-9,672
282
$9.09M 0.06%
136,673
+22,318
283
$9.07M 0.06%
68,935
+2,920
284
$9.06M 0.06%
36,256
-2,005
285
$9.03M 0.06%
70,564
-7,317
286
$9.01M 0.06%
87,456
+39,816
287
$8.96M 0.06%
314,652
-37,648
288
$8.92M 0.06%
422,103
-24,330
289
$8.9M 0.06%
203,386
+5,240
290
$8.84M 0.06%
121,990
-460
291
$8.66M 0.06%
104,877
292
$8.49M 0.06%
+58,300
293
$8.49M 0.06%
436,828
-30,091
294
$8.46M 0.06%
12,991
295
$8.42M 0.06%
49,663
-120
296
$8.37M 0.06%
86,729
+330
297
$8.36M 0.06%
147,351
+2,920
298
$8.28M 0.06%
+186,413
299
$8.27M 0.06%
36,515
-3,688
300
$8.27M 0.06%
53,100
+11,308
10 11
12
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