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
376
$5.81M 0.04%
68,434
-37,749
377
$5.79M 0.04%
126,096
+11,134
378
$5.79M 0.04%
11,920
+100
379
$5.78M 0.04%
123,925
-9,050
380
$5.71M 0.04%
+62,804
381
$5.71M 0.04%
41,989
+1,910
382
$5.71M 0.04%
28,069
-1,347
383
$5.7M 0.04%
+70,218
384
$5.67M 0.04%
+46,441
385
$5.66M 0.04%
40,490
+1,430
386
$5.66M 0.04%
68,254
+800
387
$5.61M 0.04%
42,654
-28,866
388
$5.61M 0.04%
154,924
+3,423
389
$5.61M 0.04%
22,805
-21,574
390
$5.6M 0.04%
12,900
-4,233
391
$5.58M 0.04%
153,295
+6,930
392
$5.58M 0.04%
36,838
-3,531
393
$5.57M 0.04%
18,470
+900
394
$5.57M 0.04%
105,040
-240
395
$5.56M 0.04%
55,680
+3,130
396
$5.51M 0.04%
77,265
-16,556
397
$5.5M 0.04%
22,990
+500
398
$5.47M 0.04%
140,570
-460
399
$5.47M 0.04%
162,970
-14,000
400
$5.47M 0.04%
65,265
+1,000
14 15
16
17 18