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
326
$16K ﹤0.01%
318
327
$15.6K ﹤0.01%
+99
328
$14.5K ﹤0.01%
1,780
329
$13.8K ﹤0.01%
235
330
$13.7K ﹤0.01%
300
331
$13.6K ﹤0.01%
240
332
$13.4K ﹤0.01%
50
333
$13.4K ﹤0.01%
261
334
$13.3K ﹤0.01%
51
335
$12.8K ﹤0.01%
+25
336
$12.1K ﹤0.01%
300
337
$11.9K ﹤0.01%
340
338
$11.6K ﹤0.01%
1,000
339
$11.3K ﹤0.01%
135
-100
340
$10.5K ﹤0.01%
63
341
$10.3K ﹤0.01%
50
-26
342
$9.71K ﹤0.01%
208
343
$9.7K ﹤0.01%
301
-176
344
$9.53K ﹤0.01%
283
+275
345
$9.13K ﹤0.01%
81
346
$8.94K ﹤0.01%
1,077
347
$8.93K ﹤0.01%
185
348
$8.83K ﹤0.01%
30
349
$8.67K ﹤0.01%
30
350
$8.57K ﹤0.01%
175
12 13
14
15 16