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
$1.99B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.43M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$2.25M
5
ICLR icon
Icon
ICLR
+$2.2M

Top Sells

1
+$8.58M
2
+$3.4M
3
+$2.21M
4
BHP icon
BHP
BHP
+$1.48M
5
YUMC icon
Yum China
YUMC
+$1.09M

Sector Composition

1 Technology 29.94%
2 Financials 12.41%
3 Healthcare 9.18%
4 Industrials 6.27%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$48K ﹤0.01%
+474
277
$47K ﹤0.01%
+2,817
278
$46K ﹤0.01%
155
279
$44K ﹤0.01%
226
+40
280
$44K ﹤0.01%
+704
281
$44K ﹤0.01%
511
-20
282
$43K ﹤0.01%
107
+5
283
$40K ﹤0.01%
500
284
$39K ﹤0.01%
829
285
$36K ﹤0.01%
242
286
$36K ﹤0.01%
480
287
$36K ﹤0.01%
233
288
$34K ﹤0.01%
150
289
$34K ﹤0.01%
+284
290
$32K ﹤0.01%
598
-500
291
$31K ﹤0.01%
1,780
292
$31K ﹤0.01%
897
293
$31K ﹤0.01%
2,000
294
$30K ﹤0.01%
350
295
$29K ﹤0.01%
218
296
$28K ﹤0.01%
1,240
297
$28K ﹤0.01%
210
298
$28K ﹤0.01%
442
299
$28K ﹤0.01%
+400
300
$27K ﹤0.01%
+309
10 11
12
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