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
851
$1.03M 0.01%
53,217
-5,728
852
$1.02M 0.01%
12,470
853
$1.01M 0.01%
39,467
-350
854
$1.01M 0.01%
12,850
+800
855
$1M 0.01%
+17,300
856
$1M 0.01%
12,480
857
$1M 0.01%
52,491
-6,939
858
$1M 0.01%
16,300
859
$1M 0.01%
39,221
-3,389
860
$999K 0.01%
60,963
+26,963
861
$998K 0.01%
10,100
-2,000
862
$996K 0.01%
25,635
+85
863
$990K 0.01%
12,000
-400
864
$990K 0.01%
26,712
-200
865
$990K 0.01%
7,140
+900
866
$990K 0.01%
16,305
+1,200
867
$989K 0.01%
83,926
-10,696
868
$989K 0.01%
8,352
-123
869
$988K 0.01%
97,809
-9,154
870
$987K 0.01%
52,330
-770
871
$985K 0.01%
36,430
-719
872
$983K 0.01%
10,881
-1,006
873
$982K 0.01%
5,192
+192
874
$981K 0.01%
15,675
875
$981K 0.01%
16,900
+1,500
33 34
35
36 37