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
$1.82B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.22M
3
+$3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M

Top Sells

1
+$6.69M
2
+$6.53M
3
+$4.59M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
WST icon
West Pharmaceutical
WST
+$2.03M

Sector Composition

1 Technology 26.67%
2 Financials 12.06%
3 Industrials 8.76%
4 Healthcare 8.58%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.51K ﹤0.01%
206
-70
352
$8.42K ﹤0.01%
80
-225
353
$8.27K ﹤0.01%
1,900
354
$8.02K ﹤0.01%
150
355
$7.99K ﹤0.01%
100
356
$7.94K ﹤0.01%
400
357
$7.79K ﹤0.01%
45
358
$7.59K ﹤0.01%
103
359
$7.55K ﹤0.01%
47
-7
360
$6.91K ﹤0.01%
61
361
$6.91K ﹤0.01%
93
362
$6.85K ﹤0.01%
+120
363
$6.11K ﹤0.01%
+350
364
$6.09K ﹤0.01%
200
365
$5.7K ﹤0.01%
181
366
$5.55K ﹤0.01%
33
-17
367
$5.45K ﹤0.01%
61
-366
368
$5.45K ﹤0.01%
1,000
369
$5.43K ﹤0.01%
74
370
$5.42K ﹤0.01%
50
371
$5.36K ﹤0.01%
25
372
$5.33K ﹤0.01%
138
373
$5.23K ﹤0.01%
75
374
$5.17K ﹤0.01%
280
375
$5.13K ﹤0.01%
145
13 14
15
16 17