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
1001
$648K ﹤0.01%
2,010
+130
1002
$642K ﹤0.01%
7,477
-73
1003
$640K ﹤0.01%
26,031
-1,000
1004
$639K ﹤0.01%
6,800
1005
$629K ﹤0.01%
19,480
-370
1006
$627K ﹤0.01%
5,620
1007
$626K ﹤0.01%
40,321
1008
$625K ﹤0.01%
45,420
-5,318
1009
$625K ﹤0.01%
26,390
-760
1010
$623K ﹤0.01%
35,846
-3,635
1011
$618K ﹤0.01%
34,993
-3,007
1012
$617K ﹤0.01%
23,631
-12,407
1013
$613K ﹤0.01%
19,930
-1,420
1014
$611K ﹤0.01%
70,410
+40,200
1015
$607K ﹤0.01%
61,800
-6,888
1016
$607K ﹤0.01%
24,600
1017
$607K ﹤0.01%
+26,650
1018
$606K ﹤0.01%
68,644
-130,104
1019
$603K ﹤0.01%
1,650
-8,306
1020
$603K ﹤0.01%
27,550
+12,600
1021
$598K ﹤0.01%
21,430
+13,430
1022
$597K ﹤0.01%
6,083
-572
1023
$594K ﹤0.01%
17,693
1024
$594K ﹤0.01%
10,237
1025
$593K ﹤0.01%
6,302
-38
39 40
41
42 43