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
2451
$755 ﹤0.01%
+18
2452
$753 ﹤0.01%
65
+45
2453
$741 ﹤0.01%
29
-200
2454
$740 ﹤0.01%
+46
2455
$737 ﹤0.01%
50
2456
$734 ﹤0.01%
86
-1,820
2457
$731 ﹤0.01%
34
-3,000
2458
$729 ﹤0.01%
15
2459
$729 ﹤0.01%
+33
2460
$725 ﹤0.01%
+25
2461
$724 ﹤0.01%
37
2462
$719 ﹤0.01%
324
-37,382
2463
$719 ﹤0.01%
35
+22
2464
$718 ﹤0.01%
25
+6
2465
$718 ﹤0.01%
70
2466
$716 ﹤0.01%
76
+52
2467
$716 ﹤0.01%
91
2468
$715 ﹤0.01%
58
2469
$708 ﹤0.01%
68
+13
2470
$705 ﹤0.01%
500
2471
$704 ﹤0.01%
59
+41
2472
$704 ﹤0.01%
68
2473
$699 ﹤0.01%
510
2474
$691 ﹤0.01%
25
2475
$691 ﹤0.01%
33
97 98
99
100 101