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
801
$1.26M 0.01%
111,669
-663
802
$1.25M 0.01%
47,671
803
$1.24M 0.01%
100,180
+2,180
804
$1.24M 0.01%
19,622
+15,180
805
$1.24M 0.01%
18,509
-1,298
806
$1.23M 0.01%
23,892
+13,600
807
$1.23M 0.01%
890
808
$1.23M 0.01%
12,497
+10
809
$1.21M 0.01%
24,900
810
$1.21M 0.01%
25,465
-366
811
$1.21M 0.01%
34,736
-2,864
812
$1.2M 0.01%
22,650
-200
813
$1.2M 0.01%
21,886
+30
814
$1.2M 0.01%
7,974
815
$1.18M 0.01%
114,536
-3,699
816
$1.18M 0.01%
39,730
+5,620
817
$1.18M 0.01%
18,480
+6,425
818
$1.18M 0.01%
57,953
+11,274
819
$1.17M 0.01%
12,402
820
$1.16M 0.01%
6,688
821
$1.15M 0.01%
28,205
+20
822
$1.15M 0.01%
26,380
+21,980
823
$1.15M 0.01%
19,000
-1,000
824
$1.15M 0.01%
12,591
+2,731
825
$1.14M 0.01%
16,875
31 32
33
34 35