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
$1.99B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.43M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$2.25M
5
ICLR icon
Icon
ICLR
+$2.2M

Top Sells

1
+$8.58M
2
+$3.4M
3
+$2.21M
4
BHP icon
BHP
BHP
+$1.48M
5
YUMC icon
Yum China
YUMC
+$1.09M

Sector Composition

1 Technology 29.94%
2 Financials 12.41%
3 Healthcare 9.18%
4 Industrials 6.27%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19K ﹤0.01%
+313
327
$19K ﹤0.01%
250
328
$19K ﹤0.01%
400
329
$18K ﹤0.01%
+60
330
$17K ﹤0.01%
+206
331
$17K ﹤0.01%
500
-3,961
332
$17K ﹤0.01%
100
-19,975
333
$17K ﹤0.01%
25
334
$17K ﹤0.01%
194
+42
335
$16K ﹤0.01%
107
-160
336
$16K ﹤0.01%
235
337
$16K ﹤0.01%
110
338
$16K ﹤0.01%
310
+55
339
$16K ﹤0.01%
25
+20
340
$16K ﹤0.01%
750
341
$15K ﹤0.01%
36
342
$15K ﹤0.01%
225
343
$14K ﹤0.01%
300
344
$14K ﹤0.01%
200
345
$13K ﹤0.01%
+173
346
$13K ﹤0.01%
318
347
$13K ﹤0.01%
377
348
$13K ﹤0.01%
300
349
$13K ﹤0.01%
65
+6
350
$13K ﹤0.01%
60
12 13
14
15 16