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
976
$709K 0.01%
+12,630
977
$708K 0.01%
22,900
978
$707K 0.01%
20,000
979
$705K 0.01%
11,660
+4,700
980
$704K 0.01%
+40,500
981
$704K 0.01%
+7,100
982
$702K ﹤0.01%
18,790
-210
983
$698K ﹤0.01%
25,610
-600
984
$696K ﹤0.01%
27,859
985
$694K ﹤0.01%
11,537
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986
$694K ﹤0.01%
15,390
987
$692K ﹤0.01%
28,390
+840
988
$692K ﹤0.01%
4,607
+62
989
$689K ﹤0.01%
+16,397
990
$688K ﹤0.01%
37,630
+2,230
991
$684K ﹤0.01%
5,000
992
$682K ﹤0.01%
32,470
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993
$676K ﹤0.01%
19,840
-410
994
$676K ﹤0.01%
12,830
+11,830
995
$667K ﹤0.01%
19,180
-1,570
996
$663K ﹤0.01%
23,028
-1,230
997
$660K ﹤0.01%
16,780
-401
998
$656K ﹤0.01%
+5,600
999
$649K ﹤0.01%
6,910
1000
$649K ﹤0.01%
10,240
-670
38 39
40
41 42