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
$2.04B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.73M
3
+$5.7M
4
TGT icon
Target
TGT
+$4.3M
5
PG icon
Procter & Gamble
PG
+$3.26M

Top Sells

1
+$10.4M
2
+$8.1M
3
+$6.68M
4
ECL icon
Ecolab
ECL
+$4.65M
5
META icon
Meta Platforms (Facebook)
META
+$3.74M

Sector Composition

1 Technology 28.79%
2 Financials 11.7%
3 Healthcare 8.51%
4 Industrials 7.66%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$50K ﹤0.01%
900
+560
277
$49K ﹤0.01%
358
278
$49K ﹤0.01%
1,569
279
$47K ﹤0.01%
400
280
$45K ﹤0.01%
550
281
$42K ﹤0.01%
548
-1,907
282
$42K ﹤0.01%
+250
283
$42K ﹤0.01%
500
284
$41K ﹤0.01%
400
285
$41K ﹤0.01%
316
+300
286
$40K ﹤0.01%
155
287
$39K ﹤0.01%
107
288
$38K ﹤0.01%
+600
289
$37K ﹤0.01%
+1,450
290
$36K ﹤0.01%
941
291
$35K ﹤0.01%
242
292
$33K ﹤0.01%
224
+18
293
$32K ﹤0.01%
442
294
$32K ﹤0.01%
483
-55
295
$31K ﹤0.01%
150
296
$31K ﹤0.01%
199
297
$30K ﹤0.01%
640
-257
298
$30K ﹤0.01%
2,000
299
$29K ﹤0.01%
350
300
$29K ﹤0.01%
218
10 11
12
13 14