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
$2.08B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1 +$8.56M
2 +$7.58M
3 +$3.19M
4
BP icon
BP
BP
+$3.09M
5
SCHW icon
Charles Schwab
SCHW
+$2.89M

Top Sells

1 +$1.64B
2 +$7.61M
3 +$6.75M
4
ENB icon
Enbridge
ENB
+$4.75M
5
ATVI
Activision Blizzard
ATVI
+$4.01M

Sector Composition

1 Technology 29.44%
2 Financials 11.03%
3 Industrials 8.14%
4 Healthcare 7.34%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11.8K ﹤0.01%
890
+115
352
$11.8K ﹤0.01%
41
+8
353
$11.8K ﹤0.01%
104
+24
354
$11.7K ﹤0.01%
+400
355
$11.2K ﹤0.01%
45
356
$10.8K ﹤0.01%
170
+130
357
$10.7K ﹤0.01%
344
358
$10.4K ﹤0.01%
135
359
$10.3K ﹤0.01%
208
360
$10.2K ﹤0.01%
283
361
$9.93K ﹤0.01%
81
362
$9.71K ﹤0.01%
250
+44
363
$9.68K ﹤0.01%
1,000
364
$9.24K ﹤0.01%
100
365
$9.2K ﹤0.01%
65
+11
366
$9K ﹤0.01%
225
367
$8.95K ﹤0.01%
+400
368
$8.47K ﹤0.01%
531
-5,629
369
$8.39K ﹤0.01%
50
+48
370
$8.35K ﹤0.01%
+125
371
$8.2K ﹤0.01%
175
372
$8.13K ﹤0.01%
25
373
$7.87K ﹤0.01%
113
+10
374
$7.49K ﹤0.01%
85
375
$7.37K ﹤0.01%
150