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
$757M
AUM Growth
-$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.76M
3
+$1.94M
4
MET icon
MetLife
MET
+$1.8M
5
HRL icon
Hormel Foods
HRL
+$1.57M

Top Sells

1
+$8.19M
2
+$6.91M
3
+$2.3M
4
VTRS icon
Viatris
VTRS
+$2.22M
5
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$1.78M

Sector Composition

1 Technology 36.09%
2 Financials 9.74%
3 Healthcare 8.14%
4 Industrials 6.88%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-100
452
$0 ﹤0.01%
7
453
– –
-260
454
– –
-1,600
455
– –
-20,959
456
– –
-2,550
15 16 17 18
19