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
676
$1.93M 0.01%
9,730
677
$1.93M 0.01%
8,160
+300
678
$1.93M 0.01%
29,260
679
$1.92M 0.01%
48,733
680
$1.91M 0.01%
25,848
-3,157
681
$1.91M 0.01%
24,000
-2,951
682
$1.91M 0.01%
32,670
+2,000
683
$1.9M 0.01%
138,259
-9,889
684
$1.9M 0.01%
39,020
+2,200
685
$1.9M 0.01%
42,570
+670
686
$1.9M 0.01%
38,600
687
$1.89M 0.01%
68,653
-6,522
688
$1.89M 0.01%
15,175
+4,800
689
$1.88M 0.01%
69,600
+460
690
$1.87M 0.01%
39,847
-200
691
$1.87M 0.01%
15,825
+1,270
692
$1.86M 0.01%
22,271
+2,311
693
$1.85M 0.01%
37,500
+35,000
694
$1.81M 0.01%
37,286
695
$1.81M 0.01%
84,660
-1,040
696
$1.79M 0.01%
+68,870
697
$1.77M 0.01%
24,350
-1,530
698
$1.75M 0.01%
15,982
699
$1.75M 0.01%
59,996
-5,198
700
$1.75M 0.01%
24,940
-270
26 27
28
29 30