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
1151
$398K ﹤0.01%
6,000
+500
1152
$397K ﹤0.01%
+3,600
1153
$396K ﹤0.01%
2,925
1154
$396K ﹤0.01%
15,000
1155
$394K ﹤0.01%
3,680
-1,220
1156
$393K ﹤0.01%
4,560
+570
1157
$392K ﹤0.01%
12,900
-15
1158
$388K ﹤0.01%
10,100
1159
$388K ﹤0.01%
+6,500
1160
$388K ﹤0.01%
12,330
-4,520
1161
$387K ﹤0.01%
3,052
1162
$385K ﹤0.01%
52,596
-9,585
1163
$384K ﹤0.01%
21,653
1164
$384K ﹤0.01%
+5,900
1165
$383K ﹤0.01%
11,665
-260
1166
$382K ﹤0.01%
+4,291
1167
$379K ﹤0.01%
27,106
-44,431
1168
$379K ﹤0.01%
7,850
1169
$371K ﹤0.01%
20,540
+13,530
1170
$367K ﹤0.01%
11,800
-2,000
1171
$366K ﹤0.01%
59,293
+33,400
1172
$366K ﹤0.01%
4,470
-110
1173
$365K ﹤0.01%
25,000
1174
$365K ﹤0.01%
114,033
-17,192
1175
$363K ﹤0.01%
5,700
45 46
47
48 49