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
176
$16.2M 0.11%
+64,948
177
$16.2M 0.11%
+117,039
178
$16M 0.11%
423,234
-14,856
179
$16M 0.11%
107,754
-2,519
180
$15.8M 0.11%
+245,093
181
$15.8M 0.11%
512,058
-5,019
182
$15.8M 0.11%
274,612
-229,858
183
$15.5M 0.11%
251,334
-77,400
184
$15.5M 0.11%
221,420
+500
185
$15.3M 0.11%
86,928
-1,400
186
$15.3M 0.11%
226,525
+16,409
187
$15.3M 0.11%
138,703
-296
188
$15.2M 0.11%
62,754
-10,825
189
$15.2M 0.11%
66,028
+2,490
190
$15.2M 0.11%
215,933
-710
191
$15.2M 0.11%
119,750
+2,813
192
$15.1M 0.11%
73,436
-4,874
193
$14.8M 0.1%
108,120
+1,380
194
$14.6M 0.1%
193,688
-755
195
$14.5M 0.1%
43,653
-5,673
196
$14.5M 0.1%
142,670
+1,070
197
$14.5M 0.1%
105,758
-250
198
$14.4M 0.1%
68,396
-16,810
199
$14.3M 0.1%
34,927
-8,086
200
$14.3M 0.1%
20,527
6 7
8
9 10