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
101
$29.7M 0.21%
67,251
+6,058
102
$29.5M 0.21%
520,724
-1,520
103
$29.3M 0.21%
235,262
+2,976
104
$29.2M 0.21%
65,399
-30
105
$29.1M 0.2%
101,930
-1,420
106
$29M 0.2%
462,036
-300,410
107
$28.6M 0.2%
106,978
-5,971
108
$28M 0.2%
330,383
-320,390
109
$27.4M 0.19%
524,246
-2,200
110
$27.1M 0.19%
129,648
+2,830
111
$26.5M 0.19%
106,070
-5,216
112
$26.1M 0.18%
377,349
-21,609
113
$26M 0.18%
123,957
-3,349
114
$25.2M 0.18%
190,888
+8,795
115
$25.1M 0.18%
466,700
-12,870
116
$25.1M 0.18%
117,168
+15,917
117
$25M 0.18%
260,321
-219,679
118
$24.4M 0.17%
533,940
-42,015
119
$24.2M 0.17%
242,768
+1,480
120
$24.1M 0.17%
71,558
-10,762
121
$24.1M 0.17%
453,952
+1,080
122
$24M 0.17%
201,412
+18,374
123
$23.7M 0.17%
276,774
+281
124
$23.4M 0.16%
98,293
-4,390
125
$23.3M 0.16%
75,974
+6,948
3 4
5
6 7