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
1301
$245K ﹤0.01%
26,380
-5,312
1302
$243K ﹤0.01%
+14,660
1303
$243K ﹤0.01%
+16,100
1304
$242K ﹤0.01%
+34,800
1305
$242K ﹤0.01%
14,200
+13,864
1306
$241K ﹤0.01%
10,660
-290
1307
$240K ﹤0.01%
4,460
1308
$240K ﹤0.01%
17,500
-183,000
1309
$240K ﹤0.01%
86,170
+84,840
1310
$239K ﹤0.01%
+2,650
1311
$239K ﹤0.01%
+4,000
1312
$239K ﹤0.01%
2,117
-9,953
1313
$239K ﹤0.01%
+2,400
1314
$238K ﹤0.01%
30,785
+29,550
1315
$237K ﹤0.01%
1,190
-30
1316
$235K ﹤0.01%
2,646
-180
1317
$235K ﹤0.01%
12,010
-23
1318
$234K ﹤0.01%
1,809
-146
1319
$234K ﹤0.01%
11,633
-4,000
1320
$233K ﹤0.01%
8,115
-785
1321
$232K ﹤0.01%
2,830
-475
1322
$232K ﹤0.01%
19,800
+17,800
1323
$232K ﹤0.01%
+14,000
1324
$231K ﹤0.01%
1,488
+33
1325
$231K ﹤0.01%
7,577
-1,572
51 52
53
54 55