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
1326
$231K ﹤0.01%
41,900
+41,100
1327
$230K ﹤0.01%
2,450
+100
1328
$229K ﹤0.01%
1,520
-13,230
1329
$229K ﹤0.01%
+2,100
1330
$228K ﹤0.01%
4,900
+1,150
1331
$228K ﹤0.01%
19,540
+16,560
1332
$228K ﹤0.01%
12,099
-3,391
1333
$227K ﹤0.01%
5,680
+3,700
1334
$227K ﹤0.01%
5,740
-110
1335
$226K ﹤0.01%
5,150
-150
1336
$225K ﹤0.01%
+50,600
1337
$224K ﹤0.01%
16,000
1338
$223K ﹤0.01%
33,870
+32,500
1339
$222K ﹤0.01%
863
-87
1340
$222K ﹤0.01%
6,700
+400
1341
$221K ﹤0.01%
3,270
-290
1342
$221K ﹤0.01%
5,975
+1,588
1343
$221K ﹤0.01%
6,300
1344
$220K ﹤0.01%
+1,600
1345
$220K ﹤0.01%
+2,680
1346
$220K ﹤0.01%
6,833
1347
$219K ﹤0.01%
5,900
1348
$219K ﹤0.01%
2,627
+627
1349
$219K ﹤0.01%
13,000
+8,000
1350
$218K ﹤0.01%
2,600
52 53
54
55 56