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
1201
$332K ﹤0.01%
+45,400
1202
$331K ﹤0.01%
10,742
-2,990
1203
$328K ﹤0.01%
20,246
1204
$328K ﹤0.01%
57,285
+56,200
1205
$327K ﹤0.01%
11,390
-470
1206
$325K ﹤0.01%
22,495
-370
1207
$324K ﹤0.01%
11,955
-2,138
1208
$324K ﹤0.01%
8,700
1209
$324K ﹤0.01%
5,350
-400
1210
$323K ﹤0.01%
38,277
-3,520
1211
$322K ﹤0.01%
8,980
-280
1212
$322K ﹤0.01%
19,100
+18,100
1213
$320K ﹤0.01%
9,200
1214
$319K ﹤0.01%
+22,800
1215
$319K ﹤0.01%
7,700
+7,500
1216
$319K ﹤0.01%
3,700
-220
1217
$318K ﹤0.01%
+5,800
1218
$316K ﹤0.01%
1,827
+294
1219
$315K ﹤0.01%
15,569
-120,075
1220
$314K ﹤0.01%
4,800
-8,280
1221
$314K ﹤0.01%
14,760
1222
$313K ﹤0.01%
5,660
1223
$311K ﹤0.01%
6,300
1224
$308K ﹤0.01%
11,000
1225
$307K ﹤0.01%
13,000
-560
47 48
49
50 51