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
2326
$4K ﹤0.01%
85
2327
$4K ﹤0.01%
+68
2328
$4K ﹤0.01%
660
2329
$3K ﹤0.01%
14
2330
$3K ﹤0.01%
1,245
2331
$3K ﹤0.01%
547
2332
$3K ﹤0.01%
21
2333
$3K ﹤0.01%
972
2334
$3K ﹤0.01%
89
-125
2335
$3K ﹤0.01%
+75
2336
$3K ﹤0.01%
720
2337
$2K ﹤0.01%
158
2338
$2K ﹤0.01%
96
2339
$2K ﹤0.01%
22
2340
$2K ﹤0.01%
500
2341
$2K ﹤0.01%
400
2342
$2K ﹤0.01%
100
-100
2343
$2K ﹤0.01%
+200
2344
$2K ﹤0.01%
1
2345
$2K ﹤0.01%
14
-295,000
2346
$2K ﹤0.01%
45
-1,750
2347
$2K ﹤0.01%
20
2348
$2K ﹤0.01%
400
-3,620
2349
$1K ﹤0.01%
103
2350
$1K ﹤0.01%
1,608
-354,600
92 93
94
95 96