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
726
$1.58M 0.01%
24,600
727
$1.57M 0.01%
64,291
-5,265
728
$1.57M 0.01%
87,358
-9,549
729
$1.57M 0.01%
22,318
-180
730
$1.56M 0.01%
85,080
+2,730
731
$1.56M 0.01%
110,119
+8,744
732
$1.55M 0.01%
20,084
-17,570
733
$1.54M 0.01%
118,680
-370
734
$1.54M 0.01%
40,875
735
$1.54M 0.01%
50,700
+48,700
736
$1.54M 0.01%
+30,560
737
$1.54M 0.01%
8,192
+492
738
$1.53M 0.01%
51,680
+9,100
739
$1.53M 0.01%
11,645
+5,120
740
$1.53M 0.01%
16,975
741
$1.52M 0.01%
7,421
+390
742
$1.52M 0.01%
32,010
-2,249
743
$1.51M 0.01%
26,641
+6,412
744
$1.51M 0.01%
12,825
745
$1.51M 0.01%
54,750
746
$1.51M 0.01%
115,560
-12,107
747
$1.5M 0.01%
148,326
748
$1.5M 0.01%
85,257
-9,786
749
$1.48M 0.01%
17,310
-300
750
$1.48M 0.01%
15,342
28 29
30
31 32