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
776
$1.32M 0.01%
31,825
-450
777
$1.32M 0.01%
21,500
778
$1.32M 0.01%
36,643
+4,219
779
$1.32M 0.01%
11,280
-5,857
780
$1.31M 0.01%
31,075
-160
781
$1.31M 0.01%
23,590
-2,367
782
$1.31M 0.01%
105,000
783
$1.31M 0.01%
2,750
-902
784
$1.29M 0.01%
118,500
-15,000
785
$1.29M 0.01%
21,795
+2,069
786
$1.28M 0.01%
8,587
-193
787
$1.28M 0.01%
12,370
788
$1.27M 0.01%
4,940
789
$1.27M 0.01%
58,425
-6,692
790
$1.27M 0.01%
7,783
-984
791
$1.27M 0.01%
6,600
792
$1.26M 0.01%
3,650
793
$1.26M 0.01%
49,932
-1,651
794
$1.26M 0.01%
6,422
-78
795
$1.25M 0.01%
1,100
796
$1.24M 0.01%
10,062
-18
797
$1.24M 0.01%
43,367
+60
798
$1.23M 0.01%
77,530
+470
799
$1.23M 0.01%
28,344
-24,426
800
$1.23M 0.01%
16,300
30 31
32
33 34