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
326
$8K ﹤0.01%
175
327
$7K ﹤0.01%
85
328
$7K ﹤0.01%
100
-100
329
$7K ﹤0.01%
45
330
$7K ﹤0.01%
+52
331
$7K ﹤0.01%
200
-125
332
$7K ﹤0.01%
55
333
$6K ﹤0.01%
610
+110
334
$6K ﹤0.01%
+83
335
$6K ﹤0.01%
138
336
$6K ﹤0.01%
35
+3
337
$6K ﹤0.01%
68
338
$6K ﹤0.01%
126
+15
339
$6K ﹤0.01%
85
-105
340
$5K ﹤0.01%
39
341
$5K ﹤0.01%
+83
342
$5K ﹤0.01%
+324
343
$5K ﹤0.01%
150
344
$5K ﹤0.01%
72
345
$4K ﹤0.01%
31
+3
346
$4K ﹤0.01%
+100
347
$4K ﹤0.01%
150
+50
348
$4K ﹤0.01%
+83
349
$4K ﹤0.01%
21
+2
350
$4K ﹤0.01%
250
12 13
14
15 16