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
1251
$282K ﹤0.01%
4,611
-4,258
1252
$281K ﹤0.01%
3,357
1253
$281K ﹤0.01%
2,560
+2,060
1254
$278K ﹤0.01%
2,016
+216
1255
$278K ﹤0.01%
2,837
-358
1256
$277K ﹤0.01%
2,500
1257
$277K ﹤0.01%
31,226
-620
1258
$277K ﹤0.01%
2,950
-300
1259
$276K ﹤0.01%
2,100
-22,680
1260
$274K ﹤0.01%
+4,570
1261
$271K ﹤0.01%
6,791
+1,020
1262
$271K ﹤0.01%
116,290
+113,090
1263
$271K ﹤0.01%
10,182
1264
$270K ﹤0.01%
23,400
+19,800
1265
$268K ﹤0.01%
+13,900
1266
$267K ﹤0.01%
40,000
1267
$267K ﹤0.01%
7,530
+210
1268
$266K ﹤0.01%
3,642
-120
1269
$265K ﹤0.01%
3,897
1270
$265K ﹤0.01%
10,510
+40
1271
$264K ﹤0.01%
9,740
+100
1272
$263K ﹤0.01%
+10,900
1273
$263K ﹤0.01%
+788
1274
$263K ﹤0.01%
10,700
-1,000
1275
$261K ﹤0.01%
9,900
+8,160
49 50
51
52 53