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
$1.85B
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$8.37M
3
+$3.86M
4
MS icon
Morgan Stanley
MS
+$3.7M
5
ETN icon
Eaton
ETN
+$2.81M

Top Sells

1
+$9.34M
2
+$6.11M
3
+$6.03M
4
CME icon
CME Group
CME
+$5.14M
5
ORCL icon
Oracle
ORCL
+$5M

Sector Composition

1 Technology 32.18%
2 Financials 11.71%
3 Healthcare 8.43%
4 Industrials 6.33%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
+40
377
$2K ﹤0.01%
50
+23
378
$2K ﹤0.01%
15
379
$2K ﹤0.01%
+25
380
$2K ﹤0.01%
18
381
$2K ﹤0.01%
+25
382
$2K ﹤0.01%
90
383
$2K ﹤0.01%
20
+5
384
$2K ﹤0.01%
+5
385
$2K ﹤0.01%
7
386
$1K ﹤0.01%
15
387
$1K ﹤0.01%
12
388
$1K ﹤0.01%
250
389
$1K ﹤0.01%
27
390
$1K ﹤0.01%
+54
391
$1K ﹤0.01%
+20
392
$1K ﹤0.01%
16
393
$1K ﹤0.01%
+25
394
$1K ﹤0.01%
3
395
– –
-575
396
$0 ﹤0.01%
+4
397
– –
-385
398
– –
-1,000
399
– –
-75
400
– –
-1,485
13 14 15
16
17