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
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