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
701
$1.73M 0.01%
6,925
702
$1.72M 0.01%
21,854
-2,394
703
$1.71M 0.01%
17,140
704
$1.71M 0.01%
28,155
-2,130
705
$1.7M 0.01%
11,456
-104
706
$1.69M 0.01%
+14,100
707
$1.68M 0.01%
17,325
-350
708
$1.68M 0.01%
14,710
709
$1.67M 0.01%
35,245
-61,851
710
$1.67M 0.01%
14,554
+10,854
711
$1.66M 0.01%
20,540
712
$1.65M 0.01%
3,000
713
$1.65M 0.01%
23,500
-8,250
714
$1.65M 0.01%
20,200
715
$1.64M 0.01%
46,756
-72,279
716
$1.64M 0.01%
19,870
717
$1.62M 0.01%
42,040
-180
718
$1.62M 0.01%
+28,834
719
$1.62M 0.01%
62,600
+5,700
720
$1.61M 0.01%
31,912
-37,327
721
$1.61M 0.01%
24,335
-190
722
$1.6M 0.01%
60,250
723
$1.6M 0.01%
+70,258
724
$1.6M 0.01%
50,910
-4,690
725
$1.59M 0.01%
39,225
-4,350
27 28
29
30 31