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
$2.04B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$7.5M
2
+$6.73M
3
+$5.7M
4
TGT icon
Target
TGT
+$4.3M
5
PG icon
Procter & Gamble
PG
+$3.26M

Top Sells

1
+$10.4M
2
+$8.1M
3
+$6.68M
4
ECL icon
Ecolab
ECL
+$4.65M
5
META icon
Meta Platforms (Facebook)
META
+$3.74M

Sector Composition

1 Technology 28.79%
2 Financials 11.7%
3 Healthcare 8.51%
4 Industrials 7.66%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
1,900
352
$10K ﹤0.01%
175
353
$10K ﹤0.01%
36
354
$9K ﹤0.01%
135
-1,770
355
$9K ﹤0.01%
100
356
$9K ﹤0.01%
400
357
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250
358
$9K ﹤0.01%
122
359
$8K ﹤0.01%
119
-287
360
$8K ﹤0.01%
60
361
$8K ﹤0.01%
31
362
$8K ﹤0.01%
200
363
$7K ﹤0.01%
85
364
$7K ﹤0.01%
39
365
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50
366
$7K ﹤0.01%
61
367
$7K ﹤0.01%
200
368
$6K ﹤0.01%
66
369
$6K ﹤0.01%
110
370
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371
$6K ﹤0.01%
40
372
$6K ﹤0.01%
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373
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150
374
$6K ﹤0.01%
150
375
$6K ﹤0.01%
126
13 14
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16 17