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
$2.04B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.73M
3
+$5.7M
4
TGT icon
Target
TGT
+$4.3M
5
PG icon
Procter & Gamble
PG
+$3.26M

Top Sells

1
+$10.4M
2
+$8.1M
3
+$6.68M
4
ECL icon
Ecolab
ECL
+$4.65M
5
META icon
Meta Platforms (Facebook)
META
+$3.74M

Sector Composition

1 Technology 28.79%
2 Financials 11.7%
3 Healthcare 8.51%
4 Industrials 7.66%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$97K ﹤0.01%
2,710
+1,610
252
$94K ﹤0.01%
929
253
$90K ﹤0.01%
548
-11
254
$85K ﹤0.01%
500
255
$83K ﹤0.01%
650
256
$82K ﹤0.01%
1,468
257
$80K ﹤0.01%
3,564
258
$79K ﹤0.01%
400
-899
259
$78K ﹤0.01%
4,400
260
$78K ﹤0.01%
315
261
$76K ﹤0.01%
+1,513
262
$75K ﹤0.01%
1,077
-575
263
$74K ﹤0.01%
113
+55
264
$72K ﹤0.01%
1,875
-100
265
$71K ﹤0.01%
+515
266
$70K ﹤0.01%
918
267
$67K ﹤0.01%
+1,000
268
$65K ﹤0.01%
269
+17
269
$62K ﹤0.01%
1,000
270
$60K ﹤0.01%
766
271
$60K ﹤0.01%
829
272
$55K ﹤0.01%
1,235
+35
273
$54K ﹤0.01%
+122
274
$52K ﹤0.01%
+500
275
$51K ﹤0.01%
875
9 10
11
12 13