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
1276
$260K ﹤0.01%
6,290
+120
1277
$260K ﹤0.01%
+800
1278
$260K ﹤0.01%
10,300
-700
1279
$258K ﹤0.01%
17,000
1280
$258K ﹤0.01%
7,700
+4,000
1281
$258K ﹤0.01%
32,430
+24,250
1282
$257K ﹤0.01%
31,300
-690
1283
$256K ﹤0.01%
6,270
-240
1284
$256K ﹤0.01%
11,380
+3,470
1285
$255K ﹤0.01%
24,730
+3,530
1286
$255K ﹤0.01%
1,700
1287
$255K ﹤0.01%
3,470
+3,390
1288
$254K ﹤0.01%
4,160
-450
1289
$254K ﹤0.01%
1,415
1290
$253K ﹤0.01%
3,950
-80
1291
$252K ﹤0.01%
11,120
-3,719
1292
$252K ﹤0.01%
7,010
+4,760
1293
$251K ﹤0.01%
2,278
-42
1294
$248K ﹤0.01%
4,400
1295
$248K ﹤0.01%
20,435
-500
1296
$248K ﹤0.01%
11,120
+10,120
1297
$247K ﹤0.01%
9,085
-180
1298
$245K ﹤0.01%
3,635
+370
1299
$245K ﹤0.01%
2,777
+377
1300
$245K ﹤0.01%
3,690
+800
50 51
52
53 54