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
1226
$306K ﹤0.01%
+27,510
1227
$305K ﹤0.01%
13,614
-2,586
1228
$305K ﹤0.01%
6,240
1229
$305K ﹤0.01%
3,125
+245
1230
$301K ﹤0.01%
5,158
-942
1231
$299K ﹤0.01%
4,760
-150
1232
$296K ﹤0.01%
+925
1233
$296K ﹤0.01%
21,496
-3,204
1234
$295K ﹤0.01%
5,750
1235
$295K ﹤0.01%
6,780
1236
$292K ﹤0.01%
1,635
-3,960
1237
$290K ﹤0.01%
12,410
-290
1238
$289K ﹤0.01%
+3,800
1239
$288K ﹤0.01%
7,035
+900
1240
$287K ﹤0.01%
5,910
-290
1241
$287K ﹤0.01%
28,200
+21,000
1242
$287K ﹤0.01%
31,600
1243
$286K ﹤0.01%
1,075
-644
1244
$285K ﹤0.01%
5,950
+550
1245
$284K ﹤0.01%
10,910
-290
1246
$284K ﹤0.01%
12,875
-2,125
1247
$284K ﹤0.01%
11,310
-800
1248
$283K ﹤0.01%
+12,000
1249
$283K ﹤0.01%
8,180
-190
1250
$282K ﹤0.01%
7,765
+7,700
48 49
50
51 52