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
326
$7.09M 0.05%
77,425
+320
327
$7.06M 0.05%
89,400
328
$7.06M 0.05%
154,086
+14,140
329
$7.05M 0.05%
96,019
+4,660
330
$7.02M 0.05%
44,425
331
$7M 0.05%
35,785
-60
332
$6.97M 0.05%
155,130
-7,465
333
$6.96M 0.05%
49,585
-3,786
334
$6.96M 0.05%
94,000
335
$6.96M 0.05%
153,462
-6,472
336
$6.95M 0.05%
37,885
-27,140
337
$6.92M 0.05%
64,663
338
$6.9M 0.05%
16,315
339
$6.89M 0.05%
106,363
+30,208
340
$6.86M 0.05%
86,623
-3,160
341
$6.79M 0.05%
147,133
-520
342
$6.76M 0.05%
100,932
-2,700
343
$6.71M 0.05%
67,487
+1,100
344
$6.71M 0.05%
189,167
-4,808
345
$6.61M 0.05%
48,749
+6,026
346
$6.6M 0.05%
57,800
-1,922
347
$6.58M 0.05%
34,300
-3,280
348
$6.56M 0.05%
49,535
+3,250
349
$6.5M 0.05%
48,730
-240
350
$6.44M 0.05%
153,521
-838
12 13
14
15 16