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
526
$3.27M 0.02%
8,216
527
$3.27M 0.02%
47,560
-4,350
528
$3.25M 0.02%
103,100
529
$3.22M 0.02%
58,881
-2,996
530
$3.21M 0.02%
86,386
+24,290
531
$3.2M 0.02%
15,950
532
$3.2M 0.02%
19,074
-61
533
$3.2M 0.02%
34,400
534
$3.19M 0.02%
28,195
-23,232
535
$3.18M 0.02%
52,626
-120
536
$3.18M 0.02%
48,618
-200
537
$3.17M 0.02%
+56,630
538
$3.17M 0.02%
64,300
539
$3.15M 0.02%
54,400
540
$3.13M 0.02%
79,511
541
$3.13M 0.02%
46,950
-10,300
542
$3.12M 0.02%
75,110
-7,000
543
$3.1M 0.02%
67,871
-154,940
544
$3.08M 0.02%
119,394
+4,002
545
$3.08M 0.02%
46,947
546
$3.08M 0.02%
178,895
-6,916
547
$3.07M 0.02%
+45,880
548
$3.06M 0.02%
40,600
549
$3.04M 0.02%
53,800
550
$3.04M 0.02%
114,919
+35,472
20 21
22
23 24