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
2301
$6K ﹤0.01%
345
2302
$6K ﹤0.01%
750
2303
$5K ﹤0.01%
200
-950
2304
$5K ﹤0.01%
51
2305
$5K ﹤0.01%
1,250
-520
2306
$5K ﹤0.01%
2,130
-3,200
2307
$5K ﹤0.01%
190
-1,490
2308
$5K ﹤0.01%
280
-120
2309
$5K ﹤0.01%
+99
2310
$5K ﹤0.01%
+560
2311
$5K ﹤0.01%
1,335
2312
$5K ﹤0.01%
+500
2313
$5K ﹤0.01%
20
2314
$5K ﹤0.01%
+31
2315
$5K ﹤0.01%
350
-150
2316
$5K ﹤0.01%
310
2317
$5K ﹤0.01%
1,200
-490
2318
$5K ﹤0.01%
332
-140
2319
$5K ﹤0.01%
100
2320
$4K ﹤0.01%
+540
2321
$4K ﹤0.01%
325
-30
2322
$4K ﹤0.01%
385
2323
$4K ﹤0.01%
30
-265
2324
$4K ﹤0.01%
238
-1,920
2325
$4K ﹤0.01%
20
-600
91 92
93
94 95