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
$901M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.86M
3
+$1.45M
4
KMI icon
Kinder Morgan
KMI
+$1.37M
5
DVA icon
DaVita
DVA
+$1.27M

Top Sells

1
+$3.79M
2
+$2.79M
3
+$2.64M
4
EMC
EMC CORPORATION
EMC
+$1.63M
5
WTW icon
Willis Towers Watson
WTW
+$1.55M

Sector Composition

1 Technology 34.56%
2 Financials 9.24%
3 Healthcare 7.77%
4 Industrials 7.04%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
420
327
$12K ﹤0.01%
60
+30
328
$11K ﹤0.01%
70
329
$10K ﹤0.01%
200
330
$10K ﹤0.01%
165
331
$9K ﹤0.01%
150
332
$9K ﹤0.01%
70
333
$8K ﹤0.01%
200
334
$8K ﹤0.01%
200
335
$7K ﹤0.01%
+688
336
$7K ﹤0.01%
102
337
$7K ﹤0.01%
175
338
$7K ﹤0.01%
175
-1,850
339
$6K ﹤0.01%
104
340
$6K ﹤0.01%
90
-5,258
341
$6K ﹤0.01%
206
342
$5K ﹤0.01%
+100
343
$5K ﹤0.01%
110
344
$5K ﹤0.01%
+80
345
$5K ﹤0.01%
+80
346
$5K ﹤0.01%
70
347
$4K ﹤0.01%
45
348
$4K ﹤0.01%
85
349
$4K ﹤0.01%
20
+8
350
$4K ﹤0.01%
+138
12 13
14
15 16