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
801
$1.22M 0.01%
25,150
802
$1.22M 0.01%
44,848
803
$1.21M 0.01%
61,850
804
$1.21M 0.01%
29,490
+620
805
$1.21M 0.01%
19,949
806
$1.2M 0.01%
11,570
-1,820
807
$1.2M 0.01%
53,600
-1,700
808
$1.19M 0.01%
25,800
+790
809
$1.19M 0.01%
+31,452
810
$1.19M 0.01%
13,221
-159
811
$1.18M 0.01%
38,364
-360
812
$1.18M 0.01%
112,278
+2,515
813
$1.17M 0.01%
4,692
-13,330
814
$1.17M 0.01%
6,336
-129
815
$1.17M 0.01%
+68,307
816
$1.16M 0.01%
17,945
-150
817
$1.16M 0.01%
63,650
-72,450
818
$1.16M 0.01%
12,502
-188
819
$1.16M 0.01%
+17,462
820
$1.16M 0.01%
97,399
-5,662
821
$1.16M 0.01%
24,555
822
$1.15M 0.01%
14,580
-200
823
$1.14M 0.01%
17,960
-180
824
$1.14M 0.01%
14,397
-320
825
$1.13M 0.01%
+8,045
31 32
33
34 35