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
$1.85B
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$8.37M
3
+$3.86M
4
MS icon
Morgan Stanley
MS
+$3.7M
5
ETN icon
Eaton
ETN
+$2.81M

Top Sells

1
+$9.34M
2
+$6.11M
3
+$6.03M
4
CME icon
CME Group
CME
+$5.14M
5
ORCL icon
Oracle
ORCL
+$5M

Sector Composition

1 Technology 32.18%
2 Financials 11.71%
3 Healthcare 8.43%
4 Industrials 6.33%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
43
+13
352
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60
+10
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150
354
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42
+7
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20
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113
+21
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32
358
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60
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360
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40
+30
361
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46
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+14
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25
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12
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370
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5
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+6
372
$2K ﹤0.01%
+25
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$2K ﹤0.01%
17
374
$2K ﹤0.01%
3
375
$2K ﹤0.01%
29
+7
13 14
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16 17