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
$779M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1 +$1.81M
2 +$1.71M
3 +$1.6M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.53M
5
URI icon
United Rentals
URI
+$1.49M

Top Sells

1 +$21.9M
2 +$3.43M
3 +$2.58M
4
DEO icon
Diageo
DEO
+$2.37M
5
STX icon
Seagate
STX
+$2.34M

Sector Composition

1 Technology 34.64%
2 Financials 10.17%
3 Healthcare 9.02%
4 Industrials 8.1%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12K ﹤0.01%
+160
377
$11K ﹤0.01%
179
378
$11K ﹤0.01%
375
379
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+125
380
$10K ﹤0.01%
250
381
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100
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382
$9K ﹤0.01%
1,400
383
$9K ﹤0.01%
70
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+80
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$8K ﹤0.01%
400
386
$8K ﹤0.01%
4,500
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$7K ﹤0.01%
200
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188
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+390
390
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200
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$6K ﹤0.01%
85
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100
-100
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175
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50
+25
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$6K ﹤0.01%
1
397
$5K ﹤0.01%
50
398
$5K ﹤0.01%
1,750
399
$5K ﹤0.01%
70
400
$5K ﹤0.01%
206