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
826
$1.13M 0.01%
31,188
-39,633
827
$1.13M 0.01%
66,846
+14,456
828
$1.12M 0.01%
26,435
-550
829
$1.11M 0.01%
47,671
-520,700
830
$1.1M 0.01%
39,073
-7,934
831
$1.1M 0.01%
+70,348
832
$1.09M 0.01%
27,090
-1,070
833
$1.09M 0.01%
5,890
-14,870
834
$1.09M 0.01%
49,520
+39,593
835
$1.09M 0.01%
+50,142
836
$1.07M 0.01%
5,840
-1,500
837
$1.07M 0.01%
15,320
-1,380
838
$1.07M 0.01%
23,101
-38,900
839
$1.07M 0.01%
9,125
+4,565
840
$1.07M 0.01%
27,000
841
$1.07M 0.01%
3,635
-990
842
$1.06M 0.01%
8,570
+3,720
843
$1.06M 0.01%
+45,646
844
$1.06M 0.01%
59,470
-580
845
$1.05M 0.01%
+19,000
846
$1.05M 0.01%
40,873
-11,056
847
$1.04M 0.01%
10,398
-1,210
848
$1.03M 0.01%
12,435
-55
849
$1.03M 0.01%
700
850
$1.03M 0.01%
7,618
-3,600
32 33
34
35 36