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
$1.85B
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$8.37M
3
+$3.86M
4
MS icon
Morgan Stanley
MS
+$3.7M
5
ETN icon
Eaton
ETN
+$2.81M

Top Sells

1
+$9.34M
2
+$6.11M
3
+$6.03M
4
CME icon
CME Group
CME
+$5.14M
5
ORCL icon
Oracle
ORCL
+$5M

Sector Composition

1 Technology 32.18%
2 Financials 11.71%
3 Healthcare 8.43%
4 Industrials 6.33%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$29K ﹤0.01%
829
277
$28K ﹤0.01%
897
278
$28K ﹤0.01%
2,000
279
$28K ﹤0.01%
+19
280
$27K ﹤0.01%
210
-150
281
$27K ﹤0.01%
442
282
$25K ﹤0.01%
200
-100
283
$25K ﹤0.01%
350
-70,009
284
$24K ﹤0.01%
+900
285
$24K ﹤0.01%
432
+73
286
$23K ﹤0.01%
200
-30,000
287
$23K ﹤0.01%
75
+2
288
$22K ﹤0.01%
551
289
$21K ﹤0.01%
+196
290
$20K ﹤0.01%
91
291
$20K ﹤0.01%
93
-530
292
$19K ﹤0.01%
70
293
$19K ﹤0.01%
126
294
$19K ﹤0.01%
250
295
$18K ﹤0.01%
+135
296
$18K ﹤0.01%
831
-900
297
$18K ﹤0.01%
225
298
$17K ﹤0.01%
319
299
$17K ﹤0.01%
51
-360
300
$16K ﹤0.01%
400
-400
10 11
12
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