PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.74B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.06M
4
STZ icon
Constellation Brands
STZ
+$1.63M
5
META icon
Meta Platforms (Facebook)
META
+$1.57M

Top Sells

1
+$4.78M
2
+$3.64M
3
+$2.64M
4
HAS icon
Hasbro
HAS
+$2.59M
5
DD icon
DuPont de Nemours
DD
+$2.39M

Sector Composition

1 Technology 31.46%
2 Financials 10.42%
3 Industrials 7.64%
4 Healthcare 7.1%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$35K ﹤0.01%
350
-275
277
$35K ﹤0.01%
191
278
$34K ﹤0.01%
2,324
279
$34K ﹤0.01%
600
280
$33K ﹤0.01%
450
-65,229
281
$31K ﹤0.01%
2,000
282
$31K ﹤0.01%
500
283
$29K ﹤0.01%
82
284
$29K ﹤0.01%
1,676
285
$28K ﹤0.01%
195
+30
286
$26K ﹤0.01%
150
287
$26K ﹤0.01%
100
288
$26K ﹤0.01%
5,250
-9,250
289
$25K ﹤0.01%
500
290
$24K ﹤0.01%
500
291
$24K ﹤0.01%
1,250
292
$23K ﹤0.01%
300
-8,500
293
$23K ﹤0.01%
1,356
294
$21K ﹤0.01%
1,240
295
$21K ﹤0.01%
245
296
$20K ﹤0.01%
+420
297
$19K ﹤0.01%
+500
298
$18K ﹤0.01%
156
299
$18K ﹤0.01%
200
300
$18K ﹤0.01%
325
-1,500
10 11
12
13 14