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
2326
$3.38K ﹤0.01%
540
2327
$3.06K ﹤0.01%
25
-51
2328
$2.98K ﹤0.01%
1,150
-74
2329
$2.87K ﹤0.01%
382
2330
$2.82K ﹤0.01%
660
+25
2331
$2.76K ﹤0.01%
233
2332
$2.73K ﹤0.01%
29
2333
$2.72K ﹤0.01%
70
-1,200
2334
$2.65K ﹤0.01%
+91
2335
$2.52K ﹤0.01%
+247
2336
$2.42K ﹤0.01%
12
2337
$2.41K ﹤0.01%
31
-139
2338
$2.33K ﹤0.01%
856
-41,100
2339
$2.32K ﹤0.01%
972
2340
$2.28K ﹤0.01%
1,095
+125
2341
$2.26K ﹤0.01%
34
2342
$2.24K ﹤0.01%
135
2343
$2.22K ﹤0.01%
22
2344
$2.13K ﹤0.01%
26
2345
$2.1K ﹤0.01%
1,385
+163
2346
$2.06K ﹤0.01%
90
+5
2347
$2.04K ﹤0.01%
115
-1,010
2348
$1.98K ﹤0.01%
10
2349
$1.97K ﹤0.01%
3
-22
2350
$1.92K ﹤0.01%
304
92 93
94
95 96