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
1351
$215K ﹤0.01%
1,038
+48
1352
$213K ﹤0.01%
2,591
+784
1353
$212K ﹤0.01%
2,688
+173
1354
$211K ﹤0.01%
2,483
+433
1355
$211K ﹤0.01%
13,000
-1,400
1356
$211K ﹤0.01%
+5,285
1357
$210K ﹤0.01%
3,920
-100
1358
$210K ﹤0.01%
9,700
1359
$210K ﹤0.01%
4,227
+3,875
1360
$209K ﹤0.01%
3,800
+2,800
1361
$209K ﹤0.01%
2,510
1362
$209K ﹤0.01%
1,978
+263
1363
$208K ﹤0.01%
4,524
-2,210
1364
$208K ﹤0.01%
2,398
-22
1365
$208K ﹤0.01%
10,700
1366
$207K ﹤0.01%
22,700
+22,000
1367
$207K ﹤0.01%
4,040
+860
1368
$206K ﹤0.01%
7,600
1369
$205K ﹤0.01%
2,470
-230
1370
$204K ﹤0.01%
2,460
1371
$204K ﹤0.01%
4,210
1372
$204K ﹤0.01%
7,600
1373
$203K ﹤0.01%
2,541
+641
1374
$200K ﹤0.01%
7,600
-9,586
1375
$200K ﹤0.01%
+67,000
53 54
55
56 57