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
$1.99B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.43M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$2.25M
5
ICLR icon
Icon
ICLR
+$2.2M

Top Sells

1
+$8.58M
2
+$3.4M
3
+$2.21M
4
BHP icon
BHP
BHP
+$1.48M
5
YUMC icon
Yum China
YUMC
+$1.09M

Sector Composition

1 Technology 29.94%
2 Financials 12.41%
3 Healthcare 9.18%
4 Industrials 6.27%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$12K ﹤0.01%
200
352
$12K ﹤0.01%
110
353
$12K ﹤0.01%
280
354
$12K ﹤0.01%
168
+100
355
$12K ﹤0.01%
19
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$11K ﹤0.01%
530
357
$10K ﹤0.01%
45
358
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+200
359
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$9K ﹤0.01%
31
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363
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365
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100
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45
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130
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$8K ﹤0.01%
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+6
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61
+15
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$8K ﹤0.01%
126
372
$8K ﹤0.01%
122
373
$7K ﹤0.01%
85
374
$7K ﹤0.01%
50
375
$7K ﹤0.01%
30
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