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
951
$784K 0.01%
+5,734
952
$776K 0.01%
7,000
-700
953
$773K 0.01%
26,800
-2,000
954
$766K 0.01%
17,600
955
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+28,500
956
$761K 0.01%
10,840
-30
957
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28,150
+1,550
958
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43,910
-5,409
959
$752K 0.01%
6,300
+5,950
960
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961
$747K 0.01%
38,697
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962
$742K 0.01%
28,040
+27,140
963
$738K 0.01%
79,831
+29,801
964
$738K 0.01%
33,250
965
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11,030
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29,125
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-64,681
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26,800
969
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75,651
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970
$717K 0.01%
17,600
971
$716K 0.01%
23,266
-4,209
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$715K 0.01%
13,000
-4,000
973
$714K 0.01%
16,840
-180
974
$714K 0.01%
13,504
-292
975
$714K 0.01%
13,899
37 38
39
40 41