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
1101
$471K ﹤0.01%
22,873
1102
$471K ﹤0.01%
10,040
-790
1103
$467K ﹤0.01%
9,410
-2,270
1104
$467K ﹤0.01%
1,570
-60
1105
$460K ﹤0.01%
5,000
1106
$460K ﹤0.01%
63,350
+62,450
1107
$459K ﹤0.01%
4,125
-130
1108
$457K ﹤0.01%
120,000
1109
$456K ﹤0.01%
10,400
+8,600
1110
$456K ﹤0.01%
7,810
-150
1111
$454K ﹤0.01%
3,889
-171
1112
$454K ﹤0.01%
8,950
-175
1113
$453K ﹤0.01%
25,800
+25,280
1114
$452K ﹤0.01%
7,165
-750
1115
$451K ﹤0.01%
30,158
-300
1116
$449K ﹤0.01%
12,210
-2,585
1117
$448K ﹤0.01%
+5,208
1118
$447K ﹤0.01%
21,130
+19,620
1119
$446K ﹤0.01%
10,510
-330
1120
$440K ﹤0.01%
+782
1121
$439K ﹤0.01%
3,702
+1,021
1122
$436K ﹤0.01%
10,300
1123
$436K ﹤0.01%
32,300
+32,100
1124
$434K ﹤0.01%
20,160
1125
$433K ﹤0.01%
50,500
43 44
45
46 47