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
601
$2.57M 0.02%
172,665
+1,138
602
$2.57M 0.02%
92,165
-10,689
603
$2.54M 0.02%
13,430
604
$2.54M 0.02%
19,800
-28,617
605
$2.53M 0.02%
23,520
606
$2.52M 0.02%
16,500
607
$2.51M 0.02%
54,618
+4,074
608
$2.51M 0.02%
13,558
-102
609
$2.5M 0.02%
8,300
610
$2.5M 0.02%
42,665
+6,497
611
$2.49M 0.02%
27,992
-78
612
$2.48M 0.02%
66,115
613
$2.48M 0.02%
+78,660
614
$2.47M 0.02%
36,928
615
$2.47M 0.02%
48,375
-1,500
616
$2.47M 0.02%
+39,856
617
$2.46M 0.02%
78,414
-4,184
618
$2.46M 0.02%
16,310
-115
619
$2.46M 0.02%
27,857
+1,297
620
$2.44M 0.02%
92,005
621
$2.42M 0.02%
33,408
-310
622
$2.42M 0.02%
36,567
+30,793
623
$2.42M 0.02%
103,998
+5,400
624
$2.4M 0.02%
26,880
+3,825
625
$2.39M 0.02%
68,453
+2,000
23 24
25
26 27