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
$13.6B
AUM Growth
+$868M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,926
New
Increased
Reduced
Closed

Top Buys

1
+$8.2M
2
+$7.19M
3
+$6.51M
4
KLAC icon
KLA
KLAC
+$5.65M
5
GWW icon
W.W. Grainger
GWW
+$5.47M

Top Sells

1
+$8.52M
2
+$6.94M
3
+$5.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.83M
5
EXP icon
Eagle Materials
EXP
+$4.76M

Sector Composition

1 Technology 25.51%
2 Healthcare 12.26%
3 Financials 11.27%
4 Consumer Discretionary 9.44%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$469 ﹤0.01%
+62
2552
$465 ﹤0.01%
43
2553
$465 ﹤0.01%
+25
2554
$463 ﹤0.01%
33
-14,920
2555
$462 ﹤0.01%
+63
2556
$456 ﹤0.01%
+31
2557
$452 ﹤0.01%
+23
2558
$451 ﹤0.01%
41
-359
2559
$451 ﹤0.01%
+23
2560
$447 ﹤0.01%
91
2561
$446 ﹤0.01%
+43
2562
$442 ﹤0.01%
9
-61
2563
$440 ﹤0.01%
+44
2564
$438 ﹤0.01%
+46
2565
$438 ﹤0.01%
65
2566
$438 ﹤0.01%
+15
2567
$436 ﹤0.01%
91
2568
$435 ﹤0.01%
43
+3
2569
$434 ﹤0.01%
+128
2570
$433 ﹤0.01%
+112
2571
$425 ﹤0.01%
19
+14
2572
$424 ﹤0.01%
+64
2573
$423 ﹤0.01%
+93
2574
$423 ﹤0.01%
39
-5,461
2575
$422 ﹤0.01%
30
-13
101 102
103
104 105