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
$1.85B
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$8.37M
3
+$3.86M
4
MS icon
Morgan Stanley
MS
+$3.7M
5
ETN icon
Eaton
ETN
+$2.81M

Top Sells

1
+$9.34M
2
+$6.11M
3
+$6.03M
4
CME icon
CME Group
CME
+$5.14M
5
ORCL icon
Oracle
ORCL
+$5M

Sector Composition

1 Technology 32.18%
2 Financials 11.71%
3 Healthcare 8.43%
4 Industrials 6.33%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55K ﹤0.01%
1,000
252
$54K ﹤0.01%
1,000
253
$52K ﹤0.01%
675
+185
254
$50K ﹤0.01%
220
255
$49K ﹤0.01%
550
256
$48K ﹤0.01%
260
+250
257
$47K ﹤0.01%
155
258
$47K ﹤0.01%
+2,000
259
$47K ﹤0.01%
175
260
$45K ﹤0.01%
3,564
+1,240
261
$45K ﹤0.01%
1,569
262
$43K ﹤0.01%
381
263
$43K ﹤0.01%
400
-26,200
264
$40K ﹤0.01%
+700
265
$39K ﹤0.01%
150
266
$37K ﹤0.01%
+577
267
$36K ﹤0.01%
242
-100
268
$36K ﹤0.01%
500
269
$36K ﹤0.01%
180
270
$34K ﹤0.01%
186
271
$34K ﹤0.01%
233
272
$34K ﹤0.01%
1,356
273
$32K ﹤0.01%
495
-1,500
274
$30K ﹤0.01%
1,240
275
$30K ﹤0.01%
430
9 10
11
12 13