PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.73B
1-Year Est. Return 11.5%
This Quarter Est. Return
1 Year Est. Return
+11.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$901M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.86M
3
+$1.45M
4
KMI icon
Kinder Morgan
KMI
+$1.37M
5
DVA icon
DaVita
DVA
+$1.27M

Top Sells

1
+$3.79M
2
+$2.79M
3
+$2.64M
4
EMC
EMC CORPORATION
EMC
+$1.63M
5
WTW icon
Willis Towers Watson
WTW
+$1.55M

Sector Composition

1 Technology 34.56%
2 Financials 9.24%
3 Healthcare 7.77%
4 Industrials 7.04%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$69K 0.01%
650
-50
252
$65K 0.01%
+2,132
253
$64K 0.01%
9,000
+5,000
254
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6,930
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255
$61K 0.01%
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256
$60K 0.01%
8,000
257
$57K 0.01%
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258
$57K 0.01%
1,685
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259
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2,312
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260
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261
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262
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765
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263
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264
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266
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273
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274
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275
$40K ﹤0.01%
1,000
9 10
11
12 13