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
551
$3.03M 0.02%
36,275
-520
552
$2.99M 0.02%
16,257
-4,765
553
$2.98M 0.02%
114,372
-240
554
$2.97M 0.02%
+13,100
555
$2.97M 0.02%
70,200
+19,500
556
$2.96M 0.02%
126,046
-1,130
557
$2.92M 0.02%
37,865
-700
558
$2.91M 0.02%
63,780
-60
559
$2.91M 0.02%
38,830
-80
560
$2.89M 0.02%
41,575
561
$2.88M 0.02%
100,490
+100,000
562
$2.87M 0.02%
56,320
563
$2.86M 0.02%
43,000
564
$2.86M 0.02%
14,284
-126
565
$2.85M 0.02%
8,385
+835
566
$2.85M 0.02%
70,733
-5,957
567
$2.85M 0.02%
26,035
568
$2.85M 0.02%
47,548
-650
569
$2.83M 0.02%
101,311
+460
570
$2.81M 0.02%
54,145
-4,325
571
$2.79M 0.02%
44,981
-5,174
572
$2.79M 0.02%
22,300
573
$2.78M 0.02%
122,167
-9,635
574
$2.78M 0.02%
36,280
-150
575
$2.77M 0.02%
13,493
+369
21 22
23
24 25