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
926
$852K 0.01%
60,540
+19,790
927
$850K 0.01%
25,730
+2,180
928
$849K 0.01%
28,070
929
$845K 0.01%
53,708
-92,001
930
$845K 0.01%
24,605
-5,000
931
$842K 0.01%
33,157
932
$839K 0.01%
+10,000
933
$825K 0.01%
31,780
934
$822K 0.01%
15,821
-3,772
935
$820K 0.01%
12,460
-190
936
$817K 0.01%
15,817
937
$817K 0.01%
10,000
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938
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32,275
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939
$809K 0.01%
6,214
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940
$808K 0.01%
24,288
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$806K 0.01%
85,883
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942
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943
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7,699
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944
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22,863
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945
$794K 0.01%
27,733
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946
$793K 0.01%
13,120
947
$793K 0.01%
17,300
948
$792K 0.01%
7,140
-100
949
$787K 0.01%
11,300
950
$786K 0.01%
19,510
+910
36 37
38
39 40