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
701
$1.73M 0.01%
72,380
+6,505
702
$1.72M 0.01%
5,284
-25
703
$1.69M 0.01%
64,870
+4,964
704
$1.69M 0.01%
127,210
-75,790
705
$1.69M 0.01%
14,945
-37
706
$1.68M 0.01%
131,182
-7,339
707
$1.67M 0.01%
35,810
-7,300
708
$1.66M 0.01%
15,321
+2,600
709
$1.66M 0.01%
3,115
710
$1.66M 0.01%
50,130
-35
711
$1.65M 0.01%
33,251
-400
712
$1.64M 0.01%
26,230
-4,120
713
$1.64M 0.01%
88,463
-1,655
714
$1.64M 0.01%
38,229
715
$1.62M 0.01%
43,208
-34,034
716
$1.61M 0.01%
59,715
-200
717
$1.61M 0.01%
26,013
+12,655
718
$1.6M 0.01%
17,204
-1,103
719
$1.6M 0.01%
20,570
-3,080
720
$1.59M 0.01%
42,134
+9,759
721
$1.57M 0.01%
28,200
722
$1.57M 0.01%
16,862
+160
723
$1.56M 0.01%
30,620
+25
724
$1.56M 0.01%
25,738
+142
725
$1.55M 0.01%
14,436
-21,096
27 28
29
30 31