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
$1.28B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.4M
3
+$2.77M
4
ECL icon
Ecolab
ECL
+$2.37M
5
HD icon
Home Depot
HD
+$1.94M

Top Sells

1
+$2.79M
2
+$2.69M
3
+$2.33M
4
K icon
Kellanova
K
+$1.46M
5
CERN
Cerner Corp
CERN
+$1.38M

Sector Composition

1 Technology 31.83%
2 Financials 10.37%
3 Industrials 7.64%
4 Healthcare 6.84%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$23K ﹤0.01%
500
302
$23K ﹤0.01%
1,356
303
$22K ﹤0.01%
1,250
304
$21K ﹤0.01%
1,240
305
$21K ﹤0.01%
+245
306
$20K ﹤0.01%
300
307
$17K ﹤0.01%
544
308
$16K ﹤0.01%
156
309
$16K ﹤0.01%
200
-2,000
310
$16K ﹤0.01%
200
311
$16K ﹤0.01%
250
312
$15K ﹤0.01%
136
313
$15K ﹤0.01%
185
314
$15K ﹤0.01%
200
-31
315
$15K ﹤0.01%
300
316
$14K ﹤0.01%
300
317
$14K ﹤0.01%
200
318
$14K ﹤0.01%
225
319
$13K ﹤0.01%
317
320
$13K ﹤0.01%
123
-150
321
$13K ﹤0.01%
350
322
$12K ﹤0.01%
800
-600
323
$11K ﹤0.01%
250
324
$11K ﹤0.01%
300
325
$11K ﹤0.01%
420
11 12
13
14 15