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
1176
$363K ﹤0.01%
28,080
-250
1177
$362K ﹤0.01%
+6,328
1178
$360K ﹤0.01%
12,450
-980
1179
$358K ﹤0.01%
18,800
-310
1180
$354K ﹤0.01%
10,650
1181
$354K ﹤0.01%
6,000
1182
$349K ﹤0.01%
9,135
+100
1183
$348K ﹤0.01%
14,280
+800
1184
$348K ﹤0.01%
43,949
-97,469
1185
$347K ﹤0.01%
+4,540
1186
$346K ﹤0.01%
29,098
+2,638
1187
$345K ﹤0.01%
17,850
+150
1188
$343K ﹤0.01%
1,665
+300
1189
$343K ﹤0.01%
14,100
-1,715
1190
$342K ﹤0.01%
169,345
+168,000
1191
$341K ﹤0.01%
+5,000
1192
$340K ﹤0.01%
20,460
+2,360
1193
$338K ﹤0.01%
2,700
1194
$338K ﹤0.01%
3,800
+3,750
1195
$337K ﹤0.01%
7,655
-920
1196
$336K ﹤0.01%
2,795
-140
1197
$333K ﹤0.01%
7,550
+1,420
1198
$333K ﹤0.01%
22,500
1199
$332K ﹤0.01%
6,670
-180
1200
$332K ﹤0.01%
22
+20
46 47
48
49 50