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
$2.73B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.47M
3
+$5.99M
4
GS icon
Goldman Sachs
GS
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.39M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$9.51M
4
DHR icon
Danaher
DHR
+$6.72M
5
NEE icon
NextEra Energy
NEE
+$5.89M

Sector Composition

1 Technology 35.49%
2 Financials 11.61%
3 Industrials 7.72%
4 Healthcare 6.1%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.7K ﹤0.01%
70
+22
352
$10.4K ﹤0.01%
350
353
$10.3K ﹤0.01%
75
354
$9.31K ﹤0.01%
104
355
$9.08K ﹤0.01%
70
+19
356
$8.99K ﹤0.01%
100
357
$8.79K ﹤0.01%
300
358
$8.65K ﹤0.01%
4,390
-166
359
$8.36K ﹤0.01%
70
-3,040
360
$8.34K ﹤0.01%
150
361
$8.29K ﹤0.01%
520
362
$8.23K ﹤0.01%
1,225
363
$8.21K ﹤0.01%
235
364
$8.04K ﹤0.01%
1,000
365
$7.96K ﹤0.01%
+53
366
$7.8K ﹤0.01%
175
367
$7.35K ﹤0.01%
880
368
$7.11K ﹤0.01%
1,000
369
$7.08K ﹤0.01%
+136
370
$7.04K ﹤0.01%
100
371
$6.92K ﹤0.01%
70
372
$6.86K ﹤0.01%
+150
373
$6.27K ﹤0.01%
150
374
$5.85K ﹤0.01%
24
375
$5.8K ﹤0.01%
89
+65
13 14
15
16 17