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
76
$7.38M 0.41%
55,043
+1,781
77
$7.12M 0.39%
13,022
-960
78
$6.91M 0.38%
176,709
+8,689
79
$6.89M 0.38%
153,040
+5,480
80
$6.86M 0.38%
17,946
+831
81
$6.77M 0.37%
143,166
+1,380
82
$6.75M 0.37%
90,640
83
$6.46M 0.36%
39,103
+1,168
84
$6.41M 0.35%
49,518
+13,692
85
$6.25M 0.34%
77,474
-2,201
86
$6.08M 0.33%
76,334
+679
87
$5.88M 0.32%
54,450
88
$5.78M 0.32%
42,732
-150
89
$5.57M 0.31%
108,714
-479
90
$5.55M 0.31%
142,435
-23,038
91
$5.5M 0.3%
76,409
-150
92
$5.41M 0.3%
111,790
+38,065
93
$5.33M 0.29%
48,020
+970
94
$5.21M 0.29%
28,980
95
$5.01M 0.28%
132,153
-11,611
96
$4.91M 0.27%
158,517
-374
97
$4.91M 0.27%
54,070
+6,000
98
$4.82M 0.27%
31,825
+195
99
$4.78M 0.26%
62,450
+4,986
100
$4.71M 0.26%
34,749
-325
2 3
4
5 6