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
576
$2.76M 0.02%
45,850
-100
577
$2.75M 0.02%
18,360
-60
578
$2.75M 0.02%
68,100
-440
579
$2.74M 0.02%
57,060
-340
580
$2.73M 0.02%
9,630
-10,210
581
$2.73M 0.02%
23,460
-40
582
$2.73M 0.02%
87,578
-90,071
583
$2.71M 0.02%
7,050
584
$2.71M 0.02%
59,070
-6,910
585
$2.7M 0.02%
51,128
-4,976
586
$2.68M 0.02%
17,950
587
$2.67M 0.02%
54,302
-35,708
588
$2.67M 0.02%
25,355
589
$2.67M 0.02%
79,782
-10,531
590
$2.66M 0.02%
241,960
+22,242
591
$2.65M 0.02%
106,152
-4,288
592
$2.64M 0.02%
22,080
-38,215
593
$2.64M 0.02%
75,728
+27,456
594
$2.63M 0.02%
69,424
-9
595
$2.63M 0.02%
37,568
-2,980
596
$2.63M 0.02%
55,090
+7,290
597
$2.61M 0.02%
18,950
+2,400
598
$2.6M 0.02%
198,748
-221,032
599
$2.59M 0.02%
+15,020
600
$2.58M 0.02%
33,100
-5,100
22 23
24
25 26