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
651
$2.14M 0.02%
26,500
652
$2.13M 0.02%
+52,450
653
$2.13M 0.02%
9,904
-2,990
654
$2.12M 0.01%
49,680
-3,320
655
$2.11M 0.01%
15,416
-4,548
656
$2.11M 0.01%
54,799
-2,078
657
$2.09M 0.01%
12,550
-12,662
658
$2.09M 0.01%
12,436
-227
659
$2.04M 0.01%
4,379
-7,355
660
$2.04M 0.01%
57,195
-570
661
$2.03M 0.01%
19,732
-138
662
$2.02M 0.01%
63,577
-5,522
663
$2.02M 0.01%
34,360
-90
664
$2.02M 0.01%
144,773
-244
665
$1.99M 0.01%
42,452
-6,281
666
$1.99M 0.01%
8,700
+8,500
667
$1.98M 0.01%
25,637
+9,465
668
$1.97M 0.01%
12,545
-12,693
669
$1.97M 0.01%
23,000
670
$1.96M 0.01%
47,377
671
$1.95M 0.01%
34,780
+24,880
672
$1.95M 0.01%
7,896
-52
673
$1.94M 0.01%
11,288
-87
674
$1.94M 0.01%
44,800
675
$1.93M 0.01%
177,595
-37,378
25 26
27
28 29