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
301
$15K ﹤0.01%
+745
302
$15K ﹤0.01%
300
-150
303
$15K ﹤0.01%
80
304
$15K ﹤0.01%
750
-500
305
$15K ﹤0.01%
60
306
$14K ﹤0.01%
110
307
$14K ﹤0.01%
110
308
$14K ﹤0.01%
+300
309
$14K ﹤0.01%
200
310
$13K ﹤0.01%
1,000
311
$13K ﹤0.01%
45
-13
312
$13K ﹤0.01%
255
313
$13K ﹤0.01%
26
+1
314
$13K ﹤0.01%
58
+2
315
$12K ﹤0.01%
1,000
-5
316
$11K ﹤0.01%
200
317
$11K ﹤0.01%
550
-550
318
$10K ﹤0.01%
22
+1
319
$10K ﹤0.01%
400
320
$10K ﹤0.01%
225
321
$9K ﹤0.01%
+100
322
$9K ﹤0.01%
+250
323
$9K ﹤0.01%
160
-55
324
$8K ﹤0.01%
151
325
$8K ﹤0.01%
130
-80
11 12
13
14 15