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
51
$56.4M 0.4%
3,159,342
+417,550
52
$56.1M 0.4%
215,654
-2,464
53
$56M 0.39%
510,618
-284,000
54
$55.1M 0.39%
360,305
-211,113
55
$54.2M 0.38%
940,700
+375,700
56
$52.5M 0.37%
259,902
-5,268
57
$51.5M 0.36%
278,719
-24,550
58
$51.4M 0.36%
+275,081
59
$50.8M 0.36%
+464,204
60
$50.5M 0.36%
1,042,468
+47,465
61
$49.2M 0.35%
966,243
+13,005
62
$49.1M 0.35%
+99,883
63
$47.8M 0.34%
654,218
-245,346
64
$47.1M 0.33%
539,115
-2,800
65
$46.3M 0.33%
111,481
+2,144
66
$46.1M 0.32%
236,720
-1,440
67
$45.9M 0.32%
458,516
-13,220
68
$44.5M 0.31%
207,381
+13,672
69
$44M 0.31%
396,227
-19,147
70
$43.1M 0.3%
1,151,461
-104,166
71
$42.9M 0.3%
433,439
-1,200
72
$42.9M 0.3%
202,023
-13,456
73
$42.7M 0.3%
201,238
+8,450
74
$41.8M 0.29%
361,099
-215,807
75
$41.1M 0.29%
+180,518
1 2
3
4 5