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
876
$924K 0.01%
42,959
-10
877
$921K 0.01%
+21,162
878
$920K 0.01%
36,240
-500
879
$918K 0.01%
20,337
-61
880
$915K 0.01%
11,700
881
$913K 0.01%
57,838
+37,610
882
$911K 0.01%
9,655
+152
883
$905K 0.01%
14,360
-9,003
884
$904K 0.01%
13,952
-4,928
885
$899K 0.01%
55,355
-49
886
$898K 0.01%
16,841
+105
887
$898K 0.01%
6,661
+630
888
$895K 0.01%
20,000
+10,500
889
$892K 0.01%
70,964
+2,204
890
$886K 0.01%
26,625
+854
891
$885K 0.01%
42,628
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892
$874K 0.01%
50,820
+1,270
893
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13,243
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894
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20,362
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895
$859K 0.01%
4,795
-140
896
$855K 0.01%
14,998
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897
$855K 0.01%
16,314
-1,421
898
$848K 0.01%
10,024
-3,256
899
$841K 0.01%
54,489
-1,780
900
$838K 0.01%
52,124
34 35
36
37 38