Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $25.9B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16M
AUM Growth
+$261K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$25.1K
2
+$17.4K
3
+$12.4K
4
ALSN icon
Allison Transmission
ALSN
+$8.53K
5
CAT icon
Caterpillar
CAT
+$7.42K

Top Sells

1
+$82.9K
2
+$57.3K
3
+$25.3K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$24.1K
5
JNJ icon
Johnson & Johnson
JNJ
+$21.8K

Sector Composition

1 Technology 19.96%
2 Healthcare 11.86%
3 Financials 11.67%
4 Consumer Discretionary 9.16%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5.82K 0.04%
163,900
-11,037
402
$5.79K 0.04%
280,957
-5,701
403
$5.76K 0.04%
96,355
-6,315
404
$5.75K 0.04%
147,900
-33,472
405
$5.71K 0.04%
1,149
+449
406
$5.68K 0.04%
35,210
-1,647
407
$5.67K 0.04%
81,425
-6,116
408
$5.59K 0.03%
62,872
-4,907
409
$5.57K 0.03%
128,840
-10,365
410
$5.57K 0.03%
178,131
+53,458
411
$5.55K 0.03%
33,890
-1,439
412
$5.48K 0.03%
64,292
-210
413
$5.47K 0.03%
100,155
-5,220
414
$5.42K 0.03%
163,744
+281
415
$5.41K 0.03%
29,000
-1,785
416
$5.41K 0.03%
132,646
-22,018
417
$5.39K 0.03%
89,360
-33,420
418
$5.37K 0.03%
12,825
-1,575
419
$5.33K 0.03%
106,400
-17,200
420
$5.33K 0.03%
93,315
-22,645
421
$5.33K 0.03%
373,146
+214,721
422
$5.32K 0.03%
30,049
-11,756
423
$5.3K 0.03%
290,502
+119,528
424
$5.29K 0.03%
32,138
-1,497
425
$5.28K 0.03%
29,370
-7,410
15 16
17
18 19