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
876
$979K 0.01%
63,270
+1,120
877
$978K 0.01%
204,600
878
$976K 0.01%
8,567
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879
$975K 0.01%
89,344
-8,773
880
$971K 0.01%
42,586
+28,044
881
$969K 0.01%
13,955
-7,300
882
$967K 0.01%
6,785
-90
883
$966K 0.01%
17,800
884
$966K 0.01%
15,440
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885
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3,250
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886
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56,400
887
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32,810
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7,650
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889
$957K 0.01%
16,140
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890
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891
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49,052
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895
$951K 0.01%
25,142
-240
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$948K 0.01%
25,524
897
$947K 0.01%
11,798
-162
898
$947K 0.01%
18,160
-290
899
$940K 0.01%
21,800
900
$938K 0.01%
14,436
34 35
36
37 38