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
$901M
AUM Growth
-$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.86M
3
+$1.45M
4
KMI icon
Kinder Morgan
KMI
+$1.37M
5
DVA icon
DaVita
DVA
+$1.27M

Top Sells

1
+$3.79M
2
+$2.79M
3
+$2.64M
4
EMC
EMC CORPORATION
EMC
+$1.63M
5
WTW icon
Willis Towers Watson
WTW
+$1.55M

Sector Composition

1 Technology 34.56%
2 Financials 9.24%
3 Healthcare 7.77%
4 Industrials 7.04%
5 Consumer Staples 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
70
352
$3K ﹤0.01%
+650
353
$2K ﹤0.01%
75
-187
354
$2K ﹤0.01%
20
355
$2K ﹤0.01%
56
-11,209
356
$2K ﹤0.01%
+9
357
$2K ﹤0.01%
100
358
$1K ﹤0.01%
45
359
$1K ﹤0.01%
30
360
$1K ﹤0.01%
50
361
$1K ﹤0.01%
+30
362
– –
-1,000
363
– –
-150
364
$0 ﹤0.01%
7
365
– –
-229
366
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367
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-25
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369
– –
-59,550
370
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371
$0 ﹤0.01%
8
372
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-300
373
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375
– –
-400
13 14
15
16 17