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
2126
$16.8K ﹤0.01%
979
2127
$16.8K ﹤0.01%
1,250
-1,570
2128
$16.8K ﹤0.01%
479
-1,000
2129
$16.8K ﹤0.01%
448
-630
2130
$16.7K ﹤0.01%
524
+250
2131
$16.6K ﹤0.01%
50
-20
2132
$16.6K ﹤0.01%
141
-190
2133
$16.4K ﹤0.01%
+500
2134
$16.3K ﹤0.01%
1,730
+870
2135
$16.2K ﹤0.01%
770
2136
$16.2K ﹤0.01%
1,830
+980
2137
$16.1K ﹤0.01%
320
2138
$16.1K ﹤0.01%
1,815
2139
$16.1K ﹤0.01%
3,187
2140
$16.1K ﹤0.01%
540
-267
2141
$16.1K ﹤0.01%
990
-335
2142
$16K ﹤0.01%
507
-343
2143
$15.9K ﹤0.01%
296
+6
2144
$15.8K ﹤0.01%
1,315
+865
2145
$15.8K ﹤0.01%
+2,089
2146
$15.7K ﹤0.01%
910
-330
2147
$15.6K ﹤0.01%
4,226
-890
2148
$15.6K ﹤0.01%
339
2149
$15.5K ﹤0.01%
550
+5
2150
$15.5K ﹤0.01%
1,160
-460
84 85
86
87 88