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
$2.73B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.47M
3
+$5.99M
4
GS icon
Goldman Sachs
GS
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.39M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$9.51M
4
DHR icon
Danaher
DHR
+$6.72M
5
NEE icon
NextEra Energy
NEE
+$5.89M

Sector Composition

1 Technology 35.49%
2 Financials 11.61%
3 Industrials 7.72%
4 Healthcare 6.1%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$99.6K ﹤0.01%
223
+2
252
$95.7K ﹤0.01%
1,325
-2,000
253
$91.7K ﹤0.01%
683
254
$91.4K ﹤0.01%
870
255
$91.2K ﹤0.01%
150
+50
256
$89.6K ﹤0.01%
965
-650
257
$87.1K ﹤0.01%
868
258
$86.2K ﹤0.01%
279
+129
259
$84.4K ﹤0.01%
1,026
260
$84.3K ﹤0.01%
536
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261
$83.7K ﹤0.01%
2,396
+51
262
$80K ﹤0.01%
1,000
263
$78.6K ﹤0.01%
512
-1,886
264
$75.3K ﹤0.01%
325
265
$74.3K ﹤0.01%
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266
$73K ﹤0.01%
2,875
267
$71.5K ﹤0.01%
375
268
$68.3K ﹤0.01%
338
269
$67.9K ﹤0.01%
1,500
270
$67K ﹤0.01%
543
271
$67K ﹤0.01%
728
272
$66.9K ﹤0.01%
683
-66
273
$66.8K ﹤0.01%
1,600
-1,000
274
$66.5K ﹤0.01%
2,150
275
$65.2K ﹤0.01%
766
9 10
11
12 13