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
126
$23.2M 0.16%
382,272
+7,170
127
$23.1M 0.16%
95,952
-11,771
128
$22.9M 0.16%
294,514
+850
129
$22.9M 0.16%
41,925
-8,714
130
$22.9M 0.16%
225,866
+4,600
131
$22.7M 0.16%
231,187
+3,029
132
$22.5M 0.16%
+86,733
133
$22.5M 0.16%
197,207
+2,560
134
$22.4M 0.16%
617,371
-110,781
135
$22.3M 0.16%
390,349
-514
136
$21.6M 0.15%
193,890
-3,795
137
$21.4M 0.15%
359,720
-108,911
138
$21.1M 0.15%
91,326
-50
139
$20.9M 0.15%
+84,332
140
$20.9M 0.15%
38,386
-16,135
141
$20.9M 0.15%
114,256
+5,200
142
$20.3M 0.14%
83,877
-3,450
143
$20M 0.14%
+531,430
144
$20M 0.14%
263,282
+6,200
145
$19.7M 0.14%
139,079
-15,751
146
$19.6M 0.14%
75,067
-10,995
147
$19.5M 0.14%
165,422
+4,153
148
$19.4M 0.14%
71,420
-7,106
149
$19.4M 0.14%
147,417
-3,268
150
$19.2M 0.14%
63,905
+7,498
4 5
6
7 8