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
501
$3.64M 0.03%
181,900
-12,300
502
$3.63M 0.03%
66,964
+7,500
503
$3.6M 0.03%
70,592
+10,102
504
$3.59M 0.03%
22,763
-60
505
$3.59M 0.03%
+20,610
506
$3.57M 0.03%
56,164
+17,644
507
$3.56M 0.03%
49,655
+27,870
508
$3.55M 0.03%
40,725
+353
509
$3.55M 0.03%
78,255
510
$3.54M 0.02%
84,389
511
$3.5M 0.02%
115,315
-850
512
$3.46M 0.02%
34,434
-916
513
$3.44M 0.02%
14,219
+667
514
$3.41M 0.02%
74,370
-180
515
$3.4M 0.02%
108,546
+5,532
516
$3.4M 0.02%
111,275
-640
517
$3.39M 0.02%
14,945
+13,495
518
$3.39M 0.02%
20,546
+2,475
519
$3.33M 0.02%
34,398
-82
520
$3.31M 0.02%
26,660
521
$3.3M 0.02%
21,150
+2,150
522
$3.29M 0.02%
20,310
+2,600
523
$3.29M 0.02%
35,474
-16,000
524
$3.29M 0.02%
87,363
525
$3.28M 0.02%
28,800
+600
19 20
21
22 23