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
$1.28B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.4M
3
+$2.77M
4
ECL icon
Ecolab
ECL
+$2.37M
5
HD icon
Home Depot
HD
+$1.94M

Top Sells

1
+$2.79M
2
+$2.69M
3
+$2.33M
4
K icon
Kellanova
K
+$1.46M
5
CERN
Cerner Corp
CERN
+$1.38M

Sector Composition

1 Technology 31.83%
2 Financials 10.37%
3 Industrials 7.64%
4 Healthcare 6.84%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
60
352
$4K ﹤0.01%
30
353
$4K ﹤0.01%
269
354
$4K ﹤0.01%
30
355
$4K ﹤0.01%
72
356
$4K ﹤0.01%
+116
357
$4K ﹤0.01%
70
358
$3K ﹤0.01%
18
359
$3K ﹤0.01%
150
360
$2K ﹤0.01%
1
361
$2K ﹤0.01%
+30
362
$2K ﹤0.01%
+22
363
$2K ﹤0.01%
15
364
$2K ﹤0.01%
80
365
$2K ﹤0.01%
111
366
$2K ﹤0.01%
84
367
$2K ﹤0.01%
+63
368
$2K ﹤0.01%
+187
369
$1K ﹤0.01%
+82
370
$1K ﹤0.01%
40
371
$1K ﹤0.01%
10
372
$1K ﹤0.01%
88
+28
373
$1K ﹤0.01%
+2
374
$1K ﹤0.01%
126
375
$1K ﹤0.01%
+12
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