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
$2.73B
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$9.71M
2
+$6.47M
3
+$5.99M
4
GS icon
Goldman Sachs
GS
+$3.35M
5
META icon
Meta Platforms (Facebook)
META
+$2.39M

Top Sells

1
+$16.1M
2
+$10.9M
3
+$9.51M
4
DHR icon
Danaher
DHR
+$6.72M
5
NEE icon
NextEra Energy
NEE
+$5.89M

Sector Composition

1 Technology 35.49%
2 Financials 11.61%
3 Industrials 7.72%
4 Healthcare 6.1%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.42M 0.13%
146,145
+169
127
$3.38M 0.12%
733
+23
128
$3.36M 0.12%
18,055
129
$3.27M 0.12%
19,571
-140
130
$2.99M 0.11%
5,835
+210
131
$2.94M 0.11%
116,001
+13,481
132
$2.83M 0.1%
127,969
+6,945
133
$2.69M 0.1%
6,155
+194
134
$2.67M 0.1%
34,516
-96
135
$2.48M 0.09%
12,790
+2,271
136
$2.45M 0.09%
17,496
-19,119
137
$2.29M 0.08%
13,000
-5,120
138
$2.14M 0.08%
13,500
+3,250
139
$2.06M 0.08%
32,343
140
$1.89M 0.07%
41,435
+10,255
141
$1.81M 0.07%
12,104
-72,754
142
$1.77M 0.07%
23,394
-1,862
143
$1.64M 0.06%
16,690
+9,306
144
$1.38M 0.05%
8,007
-288
145
$1.37M 0.05%
19,259
-83,093
146
$1.21M 0.04%
7,085
+7,045
147
$1.2M 0.04%
1,960
-68
148
$1.15M 0.04%
13,800
149
$1.1M 0.04%
15,114
+100
150
$1.08M 0.04%
587
+72
4 5
6
7 8