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
401
$5.44M 0.04%
115,992
-9,090
402
$5.41M 0.04%
168,526
403
$5.37M 0.04%
37,605
-29,513
404
$5.34M 0.04%
+107,509
405
$5.31M 0.04%
45,710
-3,473
406
$5.31M 0.04%
17,839
-16,543
407
$5.3M 0.04%
40,100
+2,400
408
$5.29M 0.04%
73,330
+6,890
409
$5.29M 0.04%
132,020
-8,662
410
$5.28M 0.04%
58,365
-1,460
411
$5.27M 0.04%
28,975
+1,500
412
$5.27M 0.04%
10,209
-129
413
$5.26M 0.04%
68,877
-4,666
414
$5.25M 0.04%
+56,045
415
$5.23M 0.04%
208,405
-1,125
416
$5.23M 0.04%
+43,740
417
$5.15M 0.04%
1,153
+9
418
$5.14M 0.04%
351,713
-6,286
419
$5.14M 0.04%
37,110
420
$5.1M 0.04%
70,645
-5,200
421
$5.05M 0.04%
18,817
-318
422
$5.01M 0.04%
121,300
423
$5.01M 0.04%
226,180
424
$5M 0.04%
256,115
-9,476
425
$4.98M 0.04%
170,377
-10,838
15 16
17
18 19