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
401
$2.57K ﹤0.01%
85
402
$2.54K ﹤0.01%
250
403
$2.26K ﹤0.01%
50
404
$2.14K ﹤0.01%
90
405
$2.06K ﹤0.01%
44
406
$2.04K ﹤0.01%
125
407
$2K ﹤0.01%
16
-300
408
$1.96K ﹤0.01%
40
-275
409
$1.91K ﹤0.01%
233
410
$1.69K ﹤0.01%
17
411
$1.52K ﹤0.01%
60
412
$1.23K ﹤0.01%
+17
413
$1.17K ﹤0.01%
22
414
$1.09K ﹤0.01%
21
415
$911 ﹤0.01%
10
416
$906 ﹤0.01%
+120
417
$794 ﹤0.01%
100
-1,300
418
$651 ﹤0.01%
16
419
$610 ﹤0.01%
11
-25
420
$554 ﹤0.01%
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421
$553 ﹤0.01%
30
422
$448 ﹤0.01%
10
-10
423
$446 ﹤0.01%
15
424
$413 ﹤0.01%
15
425
$313 ﹤0.01%
35
15 16
17
18 19