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
$2.08B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$7.58M
3
+$3.19M
4
BP icon
BP
BP
+$3.09M
5
SCHW icon
Charles Schwab
SCHW
+$2.89M

Top Sells

1
+$1.64B
2
+$7.61M
3
+$6.75M
4
ENB icon
Enbridge
ENB
+$4.75M
5
ATVI
Activision Blizzard
ATVI
+$4.01M

Sector Composition

1 Technology 29.44%
2 Financials 11.03%
3 Industrials 8.14%
4 Healthcare 7.34%
5 Consumer Discretionary 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.36K ﹤0.01%
400
377
$7.04K ﹤0.01%
40
-465
378
$7.01K ﹤0.01%
61
379
$6.79K ﹤0.01%
280
380
$6.79K ﹤0.01%
+100
381
$6.54K ﹤0.01%
100
+50
382
$6.43K ﹤0.01%
350
383
$6.12K ﹤0.01%
1,900
384
$6.11K ﹤0.01%
150
385
$6.05K ﹤0.01%
+400
386
$5.9K ﹤0.01%
+432
387
$5.85K ﹤0.01%
+200
388
$5.7K ﹤0.01%
200
-600
389
$5.63K ﹤0.01%
31
-46
390
$5.62K ﹤0.01%
50
391
$5.54K ﹤0.01%
93
392
$5.32K ﹤0.01%
102
393
$5.31K ﹤0.01%
+200
394
$5.3K ﹤0.01%
15
-260
395
$5.25K ﹤0.01%
+15
396
$5.25K ﹤0.01%
119
397
$5.15K ﹤0.01%
435
+400
398
$5.07K ﹤0.01%
150
-31
399
$5.05K ﹤0.01%
96
400
$5.01K ﹤0.01%
+216
14 15
16
17 18