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
2351
$1K ﹤0.01%
17
2352
$1K ﹤0.01%
135
-22,400
2353
$1K ﹤0.01%
20
2354
– –
-7,000
2355
– –
-9,930
2356
– –
-20
2357
– –
-1,000
2358
– –
-367
2359
– –
-1,850
2360
– –
-300
2361
– –
-10
2362
– –
-13,875
2363
– –
-230
2364
– –
-9,244
2365
– –
-1,005
2366
– –
-850
2367
– –
-400,000
2368
$0 ﹤0.01%
6
2369
– –
-20,000
2370
$0 ﹤0.01%
30
-673
2371
– –
-4,700
2372
– –
-5,000
2373
– –
-2,400
2374
– –
-7,414
2375
– –
-3,020
93 94
95
96 97