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
2301
$5.26K ﹤0.01%
190
2302
$5.09K ﹤0.01%
490
2303
$5.09K ﹤0.01%
1,542
+42
2304
$5.05K ﹤0.01%
878
+75
2305
$4.94K ﹤0.01%
4,414
2306
$4.9K ﹤0.01%
805
2307
$4.82K ﹤0.01%
85
+45
2308
$4.67K ﹤0.01%
135
-3
2309
$4.62K ﹤0.01%
84
-381
2310
$4.57K ﹤0.01%
135
+12
2311
$4.5K ﹤0.01%
1,060
+30
2312
$4.33K ﹤0.01%
670
-1,250
2313
$4.29K ﹤0.01%
1,050
2314
$4.23K ﹤0.01%
1,163
-47
2315
$4.22K ﹤0.01%
568
-5,232
2316
$4.14K ﹤0.01%
1,770
+195
2317
$3.82K ﹤0.01%
345
-22
2318
$3.77K ﹤0.01%
128
2319
$3.73K ﹤0.01%
200
-2,125
2320
$3.69K ﹤0.01%
80
-130
2321
$3.66K ﹤0.01%
1,590
2322
$3.61K ﹤0.01%
513
2323
$3.42K ﹤0.01%
52
2324
$3.41K ﹤0.01%
2,840
+100
2325
$3.4K ﹤0.01%
41
91 92
93
94 95