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
451
$4.32M 0.03%
85,828
-11,245
452
$4.28M 0.03%
30,938
+20,350
453
$4.27M 0.03%
+124,602
454
$4.25M 0.03%
56,954
-3,246
455
$4.24M 0.03%
81,396
-6,704
456
$4.21M 0.03%
49,350
-6,200
457
$4.21M 0.03%
93,150
+5,000
458
$4.2M 0.03%
+42,110
459
$4.19M 0.03%
149,864
-6,301
460
$4.18M 0.03%
143,200
-210
461
$4.17M 0.03%
20,129
+4,150
462
$4.14M 0.03%
36,382
-703
463
$4.13M 0.03%
134,786
-7,000
464
$4.12M 0.03%
23,100
465
$4.12M 0.03%
+118,648
466
$4.12M 0.03%
46,678
+5,900
467
$4.11M 0.03%
78,700
468
$4.11M 0.03%
57,408
-6,578
469
$4.11M 0.03%
75,035
-500
470
$4.1M 0.03%
59,235
-330
471
$4.06M 0.03%
108,759
-6,322
472
$4.02M 0.03%
212,580
473
$4.01M 0.03%
51,928
-237
474
$3.98M 0.03%
26,230
-120
475
$3.98M 0.03%
18,724
-3,658
17 18
19
20 21