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
$2.73B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.47M
3
+$5.99M
4
GS icon
Goldman Sachs
GS
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.39M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$9.51M
4
DHR icon
Danaher
DHR
+$6.72M
5
NEE icon
NextEra Energy
NEE
+$5.89M

Sector Composition

1 Technology 35.49%
2 Financials 11.61%
3 Industrials 7.72%
4 Healthcare 6.1%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.2K ﹤0.01%
480
327
$18.9K ﹤0.01%
95
328
$18.7K ﹤0.01%
200
329
$18.7K ﹤0.01%
1,380
-18,765
330
$18.6K ﹤0.01%
110
331
$18.6K ﹤0.01%
75
332
$18.5K ﹤0.01%
+500
333
$17.8K ﹤0.01%
120
334
$17.7K ﹤0.01%
400
335
$16K ﹤0.01%
1,080
336
$15.7K ﹤0.01%
590
337
$14.9K ﹤0.01%
85
338
$13.9K ﹤0.01%
625
339
$13.4K ﹤0.01%
+120
340
$13.3K ﹤0.01%
125
341
$13.2K ﹤0.01%
51
342
$12.7K ﹤0.01%
100
343
$11.9K ﹤0.01%
82
344
$11.8K ﹤0.01%
163
-150
345
$11.5K ﹤0.01%
102
346
$11.2K ﹤0.01%
90
+15
347
$11.2K ﹤0.01%
439
348
$11.2K ﹤0.01%
+55
349
$11.2K ﹤0.01%
205
-12,725
350
$11K ﹤0.01%
750
12 13
14
15 16