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
276
$40K ﹤0.01%
615
-700
277
$39K ﹤0.01%
630
-630
278
$38K ﹤0.01%
730
279
$38K ﹤0.01%
350
280
$37K ﹤0.01%
2,600
281
$36K ﹤0.01%
828
282
$36K ﹤0.01%
500
283
$34K ﹤0.01%
+2,581
284
$34K ﹤0.01%
2,000
285
$32K ﹤0.01%
2,000
286
$32K ﹤0.01%
+1,663
287
$30K ﹤0.01%
525
-300
288
$30K ﹤0.01%
550
-1,720
289
$29K ﹤0.01%
660
+588
290
$29K ﹤0.01%
1,676
291
$29K ﹤0.01%
367
+217
292
$29K ﹤0.01%
303
293
$28K ﹤0.01%
1,875
294
$27K ﹤0.01%
384
-442
295
$27K ﹤0.01%
227
-28
296
$26K ﹤0.01%
825
+200
297
$26K ﹤0.01%
500
+275
298
$25K ﹤0.01%
3,024
299
$25K ﹤0.01%
+749
300
$25K ﹤0.01%
800
10 11
12
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