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
1451
$118K ﹤0.01%
7,625
-326
1452
$116K ﹤0.01%
1,807
-290
1453
$115K ﹤0.01%
3,168
-205
1454
$115K ﹤0.01%
666
-170
1455
$114K ﹤0.01%
4,053
-28
1456
$113K ﹤0.01%
1,327
1457
$111K ﹤0.01%
1,661
-117
1458
$111K ﹤0.01%
3,023
+870
1459
$111K ﹤0.01%
4,128
+670
1460
$111K ﹤0.01%
1,125
-675
1461
$110K ﹤0.01%
1,820
1462
$110K ﹤0.01%
2,646
+210
1463
$110K ﹤0.01%
19,667
-2,789
1464
$109K ﹤0.01%
1,291
+230
1465
$109K ﹤0.01%
927
-50
1466
$108K ﹤0.01%
3,300
+90
1467
$108K ﹤0.01%
4,227
-789
1468
$108K ﹤0.01%
1,120
-200
1469
$108K ﹤0.01%
947
+256
1470
$107K ﹤0.01%
11,559
+1,681
1471
$107K ﹤0.01%
1,274
-110
1472
$106K ﹤0.01%
1,897
+310
1473
$105K ﹤0.01%
1,873
-230
1474
$105K ﹤0.01%
5,333
1475
$104K ﹤0.01%
730
+160
57 58
59
60 61