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
326
$11K ﹤0.01%
600
327
$10K ﹤0.01%
551
328
$10K ﹤0.01%
189
-925
329
$10K ﹤0.01%
200
330
$10K ﹤0.01%
1,174
+174
331
$10K ﹤0.01%
175
332
$10K ﹤0.01%
250
333
$10K ﹤0.01%
175
334
$9K ﹤0.01%
200
335
$9K ﹤0.01%
325
336
$9K ﹤0.01%
100
-25
337
$9K ﹤0.01%
175
338
$9K ﹤0.01%
200
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$8K ﹤0.01%
+231
340
$8K ﹤0.01%
150
341
$8K ﹤0.01%
120
342
$7K ﹤0.01%
75
343
$7K ﹤0.01%
175
344
$7K ﹤0.01%
150
-250
345
$5K ﹤0.01%
270
346
$5K ﹤0.01%
+500
347
$5K ﹤0.01%
138
348
$5K ﹤0.01%
250
349
$5K ﹤0.01%
45
350
$5K ﹤0.01%
72
12 13
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