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
901
$929K 0.01%
+36,417
902
$929K 0.01%
24,300
+100
903
$924K 0.01%
26,500
-1,000
904
$920K 0.01%
9,680
-150
905
$918K 0.01%
11,256
+4,486
906
$916K 0.01%
65,064
-9,501
907
$911K 0.01%
8,430
-70
908
$903K 0.01%
27,680
-200
909
$897K 0.01%
24,946
910
$891K 0.01%
16,698
911
$889K 0.01%
102,799
-6,132
912
$888K 0.01%
31,055
+2,070
913
$887K 0.01%
9,800
-1,600
914
$887K 0.01%
28,017
915
$884K 0.01%
16,900
916
$882K 0.01%
14,550
917
$874K 0.01%
12,600
918
$872K 0.01%
31,225
919
$870K 0.01%
87,398
-4,252
920
$867K 0.01%
24,006
921
$860K 0.01%
26,560
-310
922
$859K 0.01%
15,890
-510
923
$859K 0.01%
119,818
+260
924
$855K 0.01%
16,460
925
$855K 0.01%
11,754
+84
35 36
37
38 39