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
1976
$43 ﹤0.01%
5,900
1977
$43 ﹤0.01%
+3,800
1978
$43 ﹤0.01%
6,426
1979
$43 ﹤0.01%
+5,100
1980
$43 ﹤0.01%
+463
1981
$43 ﹤0.01%
3,000
1982
$42 ﹤0.01%
+2,000
1983
$41 ﹤0.01%
1,200
+200
1984
$41 ﹤0.01%
2,400
1985
$41 ﹤0.01%
+1,400
1986
$41 ﹤0.01%
2,400
+1,900
1987
$41 ﹤0.01%
4,630
1988
$41 ﹤0.01%
+8,600
1989
$41 ﹤0.01%
300
1990
$40 ﹤0.01%
2,200
1991
$40 ﹤0.01%
900
-7,800
1992
$40 ﹤0.01%
840
-6,000
1993
$40 ﹤0.01%
750
-300
1994
$40 ﹤0.01%
550
-2,200
1995
$40 ﹤0.01%
+274
1996
$39 ﹤0.01%
2,620
1997
$39 ﹤0.01%
500
1998
$39 ﹤0.01%
2,500
-670
1999
$39 ﹤0.01%
1,000
-7,700
2000
$39 ﹤0.01%
465
78 79
80
81 82