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
76
$40.1M 0.28%
+304,478
77
$39.5M 0.28%
390,754
+10,662
78
$39.5M 0.28%
177,429
-27,096
79
$39.2M 0.28%
100,362
-7,118
80
$37.7M 0.27%
447,685
-8,310
81
$37.6M 0.27%
400,513
+4,300
82
$37.6M 0.27%
413,514
-76,058
83
$37.5M 0.26%
91,355
+27,986
84
$36.7M 0.26%
49,483
-7,543
85
$35.8M 0.25%
15,239
+48
86
$35.4M 0.25%
110,758
+4,995
87
$35.3M 0.25%
107,005
+5,762
88
$35.3M 0.25%
479,800
89
$34.5M 0.24%
+180,335
90
$34.5M 0.24%
265,278
-77,483
91
$33.5M 0.24%
111,144
-14,763
92
$33.4M 0.24%
177,101
-10,714
93
$32.9M 0.23%
137,158
-5,514
94
$32.1M 0.23%
601,106
-97,559
95
$32M 0.23%
173,488
-3,100
96
$31.9M 0.23%
271,370
-11,116
97
$31.3M 0.22%
41,022
-1,076
98
$31.2M 0.22%
237,053
-13,148
99
$31M 0.22%
+187,436
100
$29.8M 0.21%
175,026
+3,370
2 3
4
5 6