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
426
$4.94M 0.03%
44,278
-3,140
427
$4.92M 0.03%
16,150
-100
428
$4.91M 0.03%
63,874
429
$4.87M 0.03%
+41,021
430
$4.85M 0.03%
14,531
-621
431
$4.81M 0.03%
121,600
+260
432
$4.79M 0.03%
13,495
+973
433
$4.76M 0.03%
26,220
434
$4.69M 0.03%
82,682
-5,629
435
$4.67M 0.03%
141,580
+2,905
436
$4.61M 0.03%
45,690
+430
437
$4.61M 0.03%
75,100
438
$4.59M 0.03%
44,541
+5,889
439
$4.59M 0.03%
85,941
-6,283
440
$4.59M 0.03%
34,970
+4,575
441
$4.58M 0.03%
11,244
-435
442
$4.56M 0.03%
100,470
+983
443
$4.53M 0.03%
72,940
-45,036
444
$4.51M 0.03%
+27,265
445
$4.5M 0.03%
52,635
-120
446
$4.46M 0.03%
61,700
447
$4.43M 0.03%
103,530
+3,690
448
$4.42M 0.03%
40,665
-1,470
449
$4.41M 0.03%
117,555
+569
450
$4.33M 0.03%
32,605
-1,500
16 17
18
19 20