PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.74B
1-Year Return
20.47%
This Quarter Return
+4.13%
1 Year Return
+20.47%
3 Year Return
+76.06%
5 Year Return
+110.7%
10 Year Return
+312.62%
AUM
$2.74B
AUM Growth
+$6.75M
(+0.25%)
Cap. Flow
-$26.7M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
38.47%
Holding
446
New
20
Increased
112
Reduced
104
Closed
27
Top Buys
| 1 |
ResMed
RMD
|
$7.37M |
| 2 |
American Express
AXP
|
$6.22M |
| 3 |
Arista Networks
ANET
|
$5.01M |
| 4 |
Oracle
ORCL
|
$3.49M |
| 5 |
Verizon
VZ
|
$2.81M |
Top Sells
| 1 |
UnitedHealth
UNH
|
$21.6M |
| 2 |
NVIDIA
NVDA
|
$10.3M |
| 3 |
Goldman Sachs
GS
|
$8.77M |
| 4 |
Walt Disney
DIS
|
$8.01M |
| 5 |
iShares Russell 2000 ETF
IWM
|
$8.01M |
Sector Composition
| 1 | Technology | 32.37% |
| 2 | Financials | 11.99% |
| 3 | Industrials | 8.25% |
| 4 | Healthcare | 5.46% |
| 5 | Consumer Discretionary | 5.17% |
