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
$1.09B
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.64M
3 +$1.87M
4
T icon
AT&T
T
+$1.65M
5
LIN icon
Linde
LIN
+$1.6M

Top Sells

1 +$4.62M
2 +$4M
3 +$3.67M
4
C icon
Citigroup
C
+$3.28M
5
GS icon
Goldman Sachs
GS
+$2.43M

Sector Composition

1 Technology 30.69%
2 Financials 11.11%
3 Industrials 7.71%
4 Healthcare 7.05%
5 Consumer Discretionary 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$2K ﹤0.01%
84
+33
352
$2K ﹤0.01%
5
353
$1K ﹤0.01%
1
354
$1K ﹤0.01%
40
355
$1K ﹤0.01%
+10
356
$1K ﹤0.01%
60
357
$1K ﹤0.01%
23
358
$1K ﹤0.01%
126
-264
359
$1K ﹤0.01%
+15
360
$1K ﹤0.01%
40
361
$1K ﹤0.01%
80
-300
362
$1K ﹤0.01%
55
363
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364
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365
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366
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367
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368
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370
-85
371
-28,410
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-8,000
374
-39,600
375
-16,000