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
26
$81.3M 0.57%
503,716
-32,389
27
$79.5M 0.56%
490,195
+19,697
28
$78.6M 0.55%
1,678,997
-92,718
29
$77.9M 0.55%
131,840
-2,767
30
$76.7M 0.54%
267,697
-20,716
31
$75.9M 0.53%
166,548
+3,028
32
$75.4M 0.53%
130,994
+3,728
33
$73.7M 0.52%
293,238
-24,865
34
$73.2M 0.52%
399,095
+4,456
35
$72.1M 0.51%
1,163,024
-69,558
36
$68.6M 0.48%
251,096
-10,472
37
$68.2M 0.48%
407,237
-983
38
$67.5M 0.48%
+570,682
39
$67.1M 0.47%
198,999
+10,105
40
$65.6M 0.46%
1,324,097
-164,498
41
$65.3M 0.46%
1,037,190
-85,860
42
$64.9M 0.46%
1,308,363
+68,925
43
$64.4M 0.45%
785,339
-5,671
44
$61.3M 0.43%
740,440
-340,590
45
$61.2M 0.43%
247,676
+2,114
46
$61.2M 0.43%
1,102,193
+31,300
47
$59.5M 0.42%
442,241
+4,822
48
$59.1M 0.42%
+244,507
49
$57.5M 0.41%
119,630
-5,420
50
$57.4M 0.4%
1,531,910
+23,660
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2
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