PAI

Pittenger & Anderson Inc Portfolio holdings

AUM $2.74B
1-Year Est. Return 20.47%
This Quarter Est. Return
1 Year Est. Return
+20.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$2.11M
3
+$2.06M
4
STZ icon
Constellation Brands
STZ
+$1.63M
5
META icon
Meta Platforms (Facebook)
META
+$1.57M

Top Sells

1
+$4.78M
2
+$3.64M
3
+$2.64M
4
HAS icon
Hasbro
HAS
+$2.59M
5
DD icon
DuPont de Nemours
DD
+$2.39M

Sector Composition

1 Technology 31.46%
2 Financials 10.42%
3 Industrials 7.64%
4 Healthcare 7.1%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
150
352
$2K ﹤0.01%
22
353
$2K ﹤0.01%
88
354
$2K ﹤0.01%
+58
355
$2K ﹤0.01%
80
356
$2K ﹤0.01%
111
357
$2K ﹤0.01%
83
-1
358
$1K ﹤0.01%
1
359
$1K ﹤0.01%
40
360
$1K ﹤0.01%
10
361
$1K ﹤0.01%
+16
362
$1K ﹤0.01%
12
363
$1K ﹤0.01%
5
364
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369
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12 13 14
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16