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
$1.85B
AUM Growth
+$91.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$9.98M
2
+$8.37M
3
+$3.86M
4
MS icon
Morgan Stanley
MS
+$3.7M
5
ETN icon
Eaton
ETN
+$2.81M

Top Sells

1
+$9.34M
2
+$6.11M
3
+$6.03M
4
CME icon
CME Group
CME
+$5.14M
5
ORCL icon
Oracle
ORCL
+$5M

Sector Composition

1 Technology 32.18%
2 Financials 11.71%
3 Healthcare 8.43%
4 Industrials 6.33%
5 Consumer Discretionary 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.57%
54,743
+3,520
52
$10.6M 0.57%
37,564
-1,405
53
$10.5M 0.57%
214,737
+12,052
54
$10.5M 0.57%
205,538
+19,968
55
$10.1M 0.54%
67,114
+1,019
56
$9.76M 0.53%
188,724
-8,660
57
$9.6M 0.52%
38,590
+2,652
58
$9.41M 0.51%
191,472
+465
59
$9.26M 0.5%
291,230
+10,710
60
$9.2M 0.5%
53,431
+3,573
61
$9.06M 0.49%
22,476
+243
62
$8.97M 0.48%
171,930
+12,550
63
$8.97M 0.48%
43,905
-25,177
64
$8.79M 0.47%
116,213
+125
65
$8.67M 0.47%
149,139
+11,357
66
$8.59M 0.46%
32,863
+3,374
67
$8.49M 0.46%
37,863
+2,268
68
$8.35M 0.45%
25,302
+137
69
$8.34M 0.45%
336,216
+12,576
70
$8.21M 0.44%
68,550
71
$8.14M 0.44%
42,214
-5,993
72
$7.95M 0.43%
90,640
73
$7.62M 0.41%
126,690
-900
74
$7.47M 0.4%
16,372
+2,812
75
$7.24M 0.39%
52,335
+20,330
1 2
3
4 5