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
$2.73B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.47M
3
+$5.99M
4
GS icon
Goldman Sachs
GS
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.39M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$9.51M
4
DHR icon
Danaher
DHR
+$6.72M
5
NEE icon
NextEra Energy
NEE
+$5.89M

Sector Composition

1 Technology 35.49%
2 Financials 11.61%
3 Industrials 7.72%
4 Healthcare 6.1%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.66K ﹤0.01%
119
377
$5.66K ﹤0.01%
20
378
$5.59K ﹤0.01%
+18
379
$5.54K ﹤0.01%
38
380
$5.45K ﹤0.01%
147
381
$5.38K ﹤0.01%
150
382
$5.3K ﹤0.01%
160
383
$5.1K ﹤0.01%
72
384
$4.57K ﹤0.01%
400
385
$4.43K ﹤0.01%
+100
386
$4.17K ﹤0.01%
70
+20
387
$4.12K ﹤0.01%
100
388
$3.87K ﹤0.01%
218
389
$3.76K ﹤0.01%
610
390
$3.51K ﹤0.01%
125
391
$3.39K ﹤0.01%
23
392
$3.35K ﹤0.01%
288
393
$3.25K ﹤0.01%
43
394
$3.21K ﹤0.01%
950
395
$2.73K ﹤0.01%
28
396
$2.48K ﹤0.01%
16
397
$2.44K ﹤0.01%
88
398
$2.38K ﹤0.01%
30
399
$2.12K ﹤0.01%
10
400
$2K ﹤0.01%
25
14 15
16
17 18