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
$779M
AUM Growth
+$2.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.71M
3
+$1.6M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.53M
5
URI icon
United Rentals
URI
+$1.49M

Top Sells

1
+$21.9M
2
+$3.43M
3
+$2.58M
4
DEO icon
Diageo
DEO
+$2.37M
5
STX icon
Seagate
STX
+$2.34M

Sector Composition

1 Technology 34.64%
2 Financials 10.17%
3 Healthcare 9.02%
4 Industrials 8.1%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.69M 0.47%
38,888
+16,853
52
$3.68M 0.47%
115,804
+3,536
53
$3.68M 0.47%
35,609
+2,352
54
$3.6M 0.46%
53,405
+616
55
$3.58M 0.46%
132,740
-15,085
56
$3.56M 0.46%
56,110
-7,291
57
$3.54M 0.45%
53,970
-4,700
58
$3.45M 0.44%
85,645
-80
59
$3.4M 0.44%
149,822
+6,825
60
$3.31M 0.43%
28,550
-20,405
61
$3.28M 0.42%
58,803
+2,244
62
$3.21M 0.41%
23,572
+6,975
63
$3.15M 0.4%
27,260
+3,550
64
$3.13M 0.4%
33,575
+1,075
65
$3.13M 0.4%
38,355
-1,335
66
$3.11M 0.4%
29,860
+14,670
67
$3.1M 0.4%
24,016
-48
68
$3M 0.38%
37,375
-6,330
69
$3M 0.38%
24,666
+6,034
70
$2.98M 0.38%
58,310
+35,421
71
$2.97M 0.38%
44,015
-1,525
72
$2.96M 0.38%
171,480
-750
73
$2.95M 0.38%
30,596
-20,610
74
$2.94M 0.38%
43,385
+290
75
$2.87M 0.37%
36,908
-2,208
1 2
3
4 5