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
$1.99B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
455
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.43M
3
+$2.3M
4
DHR icon
Danaher
DHR
+$2.25M
5
ICLR icon
Icon
ICLR
+$2.2M

Top Sells

1
+$8.58M
2
+$3.4M
3
+$2.21M
4
BHP icon
BHP
BHP
+$1.48M
5
YUMC icon
Yum China
YUMC
+$1.09M

Sector Composition

1 Technology 29.94%
2 Financials 12.41%
3 Healthcare 9.18%
4 Industrials 6.27%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7K ﹤0.01%
21
+6
377
$7K ﹤0.01%
160
378
$7K ﹤0.01%
85
379
$6K ﹤0.01%
16
380
$6K ﹤0.01%
164
+52
381
$6K ﹤0.01%
39
382
$6K ﹤0.01%
138
383
$6K ﹤0.01%
73
+27
384
$6K ﹤0.01%
+150
385
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+50
386
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233
+33
387
$6K ﹤0.01%
73
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22
+5
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$6K ﹤0.01%
150
390
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+35
391
$6K ﹤0.01%
9
+2
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36
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52
394
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41
+6
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$5K ﹤0.01%
158
-50
396
$5K ﹤0.01%
+125
397
$5K ﹤0.01%
18
+5
398
$5K ﹤0.01%
10
+3
399
$4K ﹤0.01%
36
+11
400
$4K ﹤0.01%
250
14 15
16
17 18