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
2001
$39 ﹤0.01%
285
2002
$39 ﹤0.01%
640
2003
$38 ﹤0.01%
1,147
2004
$38 ﹤0.01%
900
2005
$38 ﹤0.01%
+2,200
2006
$38 ﹤0.01%
40
-120
2007
$38 ﹤0.01%
+640
2008
$38 ﹤0.01%
+10,250
2009
$38 ﹤0.01%
+770
2010
$38 ﹤0.01%
420
2011
$37 ﹤0.01%
2,500
-6,780
2012
$37 ﹤0.01%
1,100
2013
$37 ﹤0.01%
+760
2014
$36 ﹤0.01%
1,320
+1,030
2015
$36 ﹤0.01%
+50
2016
$36 ﹤0.01%
1,182
-674
2017
$36 ﹤0.01%
+630
2018
$36 ﹤0.01%
+1,000
2019
$36 ﹤0.01%
+4,050
2020
$35 ﹤0.01%
1,200
2021
$35 ﹤0.01%
1,924
2022
$35 ﹤0.01%
2,000
-5,700
2023
$35 ﹤0.01%
4,400
-13,700
2024
$34 ﹤0.01%
1,425
2025
$34 ﹤0.01%
1,920
79 80
81
82 83