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
2151
$15.4K ﹤0.01%
700
2152
$15.4K ﹤0.01%
587
-611
2153
$15.3K ﹤0.01%
353
-250
2154
$15.2K ﹤0.01%
1,444
2155
$15.1K ﹤0.01%
420
2156
$15K ﹤0.01%
1,000
+510
2157
$14.8K ﹤0.01%
1,160
+30
2158
$14.7K ﹤0.01%
+1,084
2159
$14.5K ﹤0.01%
190
2160
$14.4K ﹤0.01%
+4,967
2161
$14.4K ﹤0.01%
580
-728
2162
$14.4K ﹤0.01%
857
-2,073
2163
$14.4K ﹤0.01%
595
-28
2164
$14.3K ﹤0.01%
1,531
2165
$14.3K ﹤0.01%
435
+183
2166
$14.2K ﹤0.01%
425
-1
2167
$14.2K ﹤0.01%
805
-80
2168
$14.2K ﹤0.01%
+358
2169
$14.1K ﹤0.01%
7,424
2170
$14K ﹤0.01%
1,020
-64
2171
$14K ﹤0.01%
288
+8
2172
$13.9K ﹤0.01%
217
-478
2173
$13.9K ﹤0.01%
939
-11,723
2174
$13.8K ﹤0.01%
1,385
-2,120
2175
$13.8K ﹤0.01%
677
+335
85 86
87
88 89