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
751
$1.47M 0.01%
+30,400
752
$1.46M 0.01%
7,526
-872
753
$1.46M 0.01%
29,800
+70
754
$1.46M 0.01%
18,601
+16,512
755
$1.45M 0.01%
50,308
-4,111
756
$1.45M 0.01%
128,405
-60
757
$1.44M 0.01%
17,671
-20,483
758
$1.44M 0.01%
52,300
+11,990
759
$1.44M 0.01%
16,950
760
$1.43M 0.01%
41,370
+2,900
761
$1.42M 0.01%
16,154
-9,635
762
$1.41M 0.01%
9,755
763
$1.41M 0.01%
17,177
+2,240
764
$1.41M 0.01%
63,541
+28,421
765
$1.41M 0.01%
33,580
-200
766
$1.4M 0.01%
27,064
-1,600
767
$1.39M 0.01%
12,922
768
$1.38M 0.01%
15,000
769
$1.38M 0.01%
43,421
-276
770
$1.36M 0.01%
60,510
+450
771
$1.36M 0.01%
12,229
-4,567
772
$1.35M 0.01%
39,196
+31,659
773
$1.33M 0.01%
15,280
-175
774
$1.33M 0.01%
23,495
775
$1.33M 0.01%
84,811
-7,845
29 30
31
32 33