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
351
$6.44M 0.05%
50,700
+300
352
$6.43M 0.05%
21,900
+400
353
$6.42M 0.05%
224,729
+57,939
354
$6.32M 0.04%
282,195
-7,200
355
$6.32M 0.04%
261,307
+7,860
356
$6.3M 0.04%
158,140
357
$6.29M 0.04%
40,924
+800
358
$6.26M 0.04%
161,900
-647,250
359
$6.23M 0.04%
195,920
-706,000
360
$6.15M 0.04%
29,450
+1,730
361
$6.11M 0.04%
76,917
-5,272
362
$6.07M 0.04%
25,619
+785
363
$6.07M 0.04%
94,931
+6,660
364
$6.04M 0.04%
46,085
-3,640
365
$6.03M 0.04%
86,470
+6,100
366
$5.97M 0.04%
46,644
+2,384
367
$5.96M 0.04%
12,616
+30
368
$5.96M 0.04%
77,588
+33,792
369
$5.96M 0.04%
52,276
+6,940
370
$5.95M 0.04%
57,366
+426
371
$5.94M 0.04%
77,678
-7,728
372
$5.88M 0.04%
155,280
+22,300
373
$5.87M 0.04%
42,300
374
$5.84M 0.04%
148,384
+5,010
375
$5.83M 0.04%
41,970
+8,690
13 14
15
16 17