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
1076
$509K ﹤0.01%
2,780
-315
1077
$505K ﹤0.01%
5,979
+109
1078
$504K ﹤0.01%
2,066
-90
1079
$503K ﹤0.01%
36,600
1080
$499K ﹤0.01%
8,385
1081
$496K ﹤0.01%
7,500
+100
1082
$493K ﹤0.01%
26,900
-15
1083
$488K ﹤0.01%
9,350
-200
1084
$488K ﹤0.01%
8,400
1085
$487K ﹤0.01%
732
-49
1086
$485K ﹤0.01%
6,720
1087
$485K ﹤0.01%
9,380
+2,080
1088
$484K ﹤0.01%
5,629
-161
1089
$483K ﹤0.01%
6,274
+5,074
1090
$482K ﹤0.01%
7,401
-170
1091
$481K ﹤0.01%
10,300
+8,000
1092
$479K ﹤0.01%
+1,870
1093
$479K ﹤0.01%
17,135
+9,360
1094
$478K ﹤0.01%
14,340
+12,800
1095
$478K ﹤0.01%
10,280
1096
$477K ﹤0.01%
28,000
-530
1097
$476K ﹤0.01%
19,986
-230
1098
$476K ﹤0.01%
5,240
+580
1099
$475K ﹤0.01%
8,930
1100
$474K ﹤0.01%
+20,550
42 43
44
45 46