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
1401
$188K ﹤0.01%
4,070
+70
1402
$188K ﹤0.01%
163,050
+162,000
1403
$187K ﹤0.01%
1,149
-41
1404
$187K ﹤0.01%
6,810
-150
1405
$187K ﹤0.01%
1,200
-2,471
1406
$187K ﹤0.01%
787
-586
1407
$186K ﹤0.01%
3,680
+20
1408
$186K ﹤0.01%
11,080
+2,100
1409
$185K ﹤0.01%
+2,192
1410
$184K ﹤0.01%
1,750
-510
1411
$183K ﹤0.01%
+3,760
1412
$183K ﹤0.01%
3,170
+440
1413
$183K ﹤0.01%
4,800
-650
1414
$183K ﹤0.01%
3,900
-350
1415
$182K ﹤0.01%
3,615
-90
1416
$181K ﹤0.01%
1,720
+600
1417
$181K ﹤0.01%
+4,590
1418
$180K ﹤0.01%
4,053
1419
$179K ﹤0.01%
+4,160
1420
$179K ﹤0.01%
2,248
-162
1421
$178K ﹤0.01%
2,533
1422
$178K ﹤0.01%
4,660
-190
1423
$178K ﹤0.01%
12,600
1424
$177K ﹤0.01%
3,523
+1,500
1425
$177K ﹤0.01%
2,600
55 56
57
58 59