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
101
$4.13M 0.22%
30,150
+865
102
$4.01M 0.22%
33,970
+1,095
103
$3.81M 0.21%
82,100
104
$3.79M 0.2%
14,827
-497
105
$3.75M 0.2%
2,544
-104
106
$3.73M 0.2%
15,174
+2,220
107
$3.66M 0.2%
18,165
-2,000
108
$3.5M 0.19%
30,160
-100
109
$3.47M 0.19%
95,892
+4,017
110
$3.43M 0.18%
137,608
+2,100
111
$3.29M 0.18%
64,200
+2,320
112
$3.15M 0.17%
22,205
+830
113
$3.09M 0.17%
41,962
+299
114
$3.06M 0.16%
24,325
115
$3.06M 0.16%
39,533
+205
116
$3.04M 0.16%
63,350
117
$3.03M 0.16%
35,765
+1,405
118
$3.03M 0.16%
89,770
119
$3M 0.16%
62,840
+2,325
120
$2.95M 0.16%
65,345
+56,645
121
$2.9M 0.16%
20,885
+835
122
$2.88M 0.16%
17,530
+1,505
123
$2.83M 0.15%
5,946
+435
124
$2.82M 0.15%
13,376
+3
125
$2.77M 0.15%
49,700
3 4
5
6 7