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
626
$2.39M 0.02%
171,600
+3,100
627
$2.37M 0.02%
22,512
-5,236
628
$2.37M 0.02%
116,680
-950
629
$2.35M 0.02%
11,620
+7,895
630
$2.34M 0.02%
+35,248
631
$2.34M 0.02%
10,500
632
$2.31M 0.02%
43,700
633
$2.3M 0.02%
33,256
+10,412
634
$2.27M 0.02%
60,400
635
$2.27M 0.02%
8,356
+56
636
$2.27M 0.02%
36,700
637
$2.26M 0.02%
63,045
+6,000
638
$2.26M 0.02%
13,096
-44
639
$2.25M 0.02%
90,445
+4,095
640
$2.25M 0.02%
13,037
+900
641
$2.22M 0.02%
31,200
642
$2.22M 0.02%
26,985
-1,180
643
$2.21M 0.02%
+6,677
644
$2.2M 0.02%
35,077
-3,682
645
$2.2M 0.02%
18,518
+2,898
646
$2.2M 0.02%
15,269
-3,946
647
$2.19M 0.02%
14,500
-1,200
648
$2.17M 0.02%
12,122
-1,850
649
$2.15M 0.02%
17,825
-145
650
$2.15M 0.02%
22,900
-500
24 25
26
27 28