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
$1.82B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.22M
3
+$3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M

Top Sells

1
+$6.69M
2
+$6.53M
3
+$4.59M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
WST icon
West Pharmaceutical
WST
+$2.03M

Sector Composition

1 Technology 26.67%
2 Financials 12.06%
3 Industrials 8.76%
4 Healthcare 8.58%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27.1K ﹤0.01%
200
302
$26.6K ﹤0.01%
+605
303
$25.8K ﹤0.01%
1,080
304
$25K ﹤0.01%
551
305
$24.8K ﹤0.01%
218
306
$24.7K ﹤0.01%
242
307
$24.6K ﹤0.01%
600
308
$24.2K ﹤0.01%
340
-1,760
309
$22.1K ﹤0.01%
210
310
$21.7K ﹤0.01%
347
311
$20K ﹤0.01%
1,240
312
$19.4K ﹤0.01%
500
-100
313
$19K ﹤0.01%
250
314
$18.6K ﹤0.01%
885
-43
315
$18.4K ﹤0.01%
91
316
$18.3K ﹤0.01%
206
317
$18.3K ﹤0.01%
831
318
$18.2K ﹤0.01%
390
319
$17.5K ﹤0.01%
722
320
$17.2K ﹤0.01%
110
321
$17K ﹤0.01%
344
322
$17K ﹤0.01%
86
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323
$17K ﹤0.01%
750
324
$16.5K ﹤0.01%
600
325
$16K ﹤0.01%
1,000
-10,000
11 12
13
14 15