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
2351
– –
-1,250
2352
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-1,400
2353
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-140,000
2354
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-1,443
2355
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-8,200
2356
– –
-4,900
2357
– –
-200
2358
– –
-10
2359
$0 ﹤0.01%
10
2360
$0 ﹤0.01%
5
2361
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-600
2362
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-2,700
2363
– –
-175
2364
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-1,300
2365
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-3,200
2366
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-7,300
2367
– –
-176,500
2368
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-1,000
2369
– –
-3,100
2370
$0 ﹤0.01%
10
2371
– –
-2,000
2372
– –
-1,550
2373
– –
-2,130
2374
– –
-1,100
2375
– –
-200
93 94
95
96 97