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
$1.99B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.43M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$2.25M
5
ICLR icon
Icon
ICLR
+$2.2M

Top Sells

1
+$8.58M
2
+$3.4M
3
+$2.21M
4
BHP icon
BHP
BHP
+$1.48M
5
YUMC icon
Yum China
YUMC
+$1.09M

Sector Composition

1 Technology 29.94%
2 Financials 12.41%
3 Healthcare 9.18%
4 Industrials 6.27%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$73K ﹤0.01%
4,400
252
$71K ﹤0.01%
185
+50
253
$68K ﹤0.01%
+1,721
254
$65K ﹤0.01%
3,564
255
$65K ﹤0.01%
+358
256
$65K ﹤0.01%
1,374
+374
257
$64K ﹤0.01%
500
+300
258
$63K ﹤0.01%
358
+12
259
$63K ﹤0.01%
785
-3,750
260
$63K ﹤0.01%
918
261
$62K ﹤0.01%
+1,060
262
$60K ﹤0.01%
+497
263
$60K ﹤0.01%
+292
264
$60K ﹤0.01%
766
265
$59K ﹤0.01%
2,990
-4,950
266
$57K ﹤0.01%
250
267
$56K ﹤0.01%
1,569
268
$56K ﹤0.01%
1,000
269
$56K ﹤0.01%
875
270
$52K ﹤0.01%
165
+125
271
$49K ﹤0.01%
550
272
$49K ﹤0.01%
400
273
$48K ﹤0.01%
+122
274
$48K ﹤0.01%
2,000
275
$48K ﹤0.01%
1,166
-225
9 10
11
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