We are live on ! Find out more
Nisa Investment Advisors

Nisa Investment Advisors Portfolio holdings

AUM $27B
1-Year Est. Return 24.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.49%
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
+$6.74M
2
+$6.57M
3
+$6.23M
4
KLAC icon
KLA
KLAC
+$4.87M
5
GWW icon
W.W. Grainger
GWW
+$4.78M

Top Sells

1
+$7.32M
2
+$6.95M
3
+$5.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.64M
5
AMT icon
American Tower
AMT
+$4.27M

Sector Composition

1 Technology 25.51%
2 Healthcare 12.26%
3 Financials 11.28%
4 Consumer Discretionary 9.44%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
– –
-1,200
2802
– –
-28
2803
– –
-1,687
2804
– –
-1,500
2805
– –
-18
2806
– –
0
2807
– –
-12,334
2808
– –
-6,410
2809
– –
-31
2810
– –
-3,600
2811
– –
-2,480
2812
– –
-19
2813
– –
-437
2814
– –
-25
2815
– –
-73
2816
– –
-2,050
2817
– –
-2
2818
– –
-6,000
2819
– –
-2
2820
– –
-32
2821
– –
-49
2822
– –
-21
2823
– –
-26,013
2824
– –
-650
2825
– –
-20
111 112
113
114 115