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
$1.82B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
494
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.22M
3
+$3M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.66M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.58M

Top Sells

1
+$6.69M
2
+$6.53M
3
+$4.59M
4
FISV
Fiserv Inc
FISV
+$2.39M
5
WST icon
West Pharmaceutical
WST
+$2.03M

Sector Composition

1 Technology 26.67%
2 Financials 12.06%
3 Industrials 8.76%
4 Healthcare 8.58%
5 Consumer Staples 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.1K ﹤0.01%
35
+7
377
$5.05K ﹤0.01%
40
378
$5.05K ﹤0.01%
72
379
$5K ﹤0.01%
21
380
$4.66K ﹤0.01%
96
381
$4.59K ﹤0.01%
+102
382
$4.58K ﹤0.01%
7
383
$4.57K ﹤0.01%
150
384
$4.53K ﹤0.01%
+40
385
$4.4K ﹤0.01%
26
386
$4.33K ﹤0.01%
85
387
$4.32K ﹤0.01%
1,000
388
$4.19K ﹤0.01%
150
389
$4.12K ﹤0.01%
131
390
$4.02K ﹤0.01%
+288
391
$3.96K ﹤0.01%
61
392
$3.81K ﹤0.01%
100
393
$3.8K ﹤0.01%
100
394
$3.77K ﹤0.01%
66
395
$3.72K ﹤0.01%
119
396
$3.58K ﹤0.01%
+125
397
$3.35K ﹤0.01%
12
398
$3.33K ﹤0.01%
13
399
$2.64K ﹤0.01%
100
400
$2.57K ﹤0.01%
610
14 15
16
17 18