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
2851
– –
-21
2852
– –
0
2853
– –
-40
2854
– –
-168
2855
– –
-41
2856
– –
-33
2857
– –
-4
2858
– –
0
2859
– –
-39
2860
– –
-103
2861
– –
-654
2862
– –
-13
2863
– –
-280
2864
– –
-425
2865
– –
-100
2866
– –
-33
2867
– –
-69
2868
– –
-7,063
2869
– –
-4
2870
– –
-1,200
2871
– –
-68
2872
– –
-4
2873
– –
-1,660
2874
– –
-750
2875
– –
-56
113 114
115
116 117