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PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.79B
1-Year Est. Return
12.81%
This Fund
S&P 500
This Quarter
Est. Return
+0.54%
1 Year Est. Return
+12.81%
3 Year Est. Return
+63.36%
5 Year Est. Return
+74.7%
10 Year Est. Return
+316.53%
AUM
$579M
AUM Growth
–
Cap. Flow
+$584M
Cap. Flow
% of AUM
100.79%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
276
New
276
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$166M |
| 2 |
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
|
+$8.03M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$6.93M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$6.46M |
| 5 |
Accenture
ACN
|
+$6.19M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.74% |
| 2 | Financials | 7.68% |
| 3 | Industrials | 5.37% |
| 4 | Energy | 5.23% |
| 5 | Healthcare | 5.13% |
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Pittenger & Anderson Inc's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Pittenger & Anderson Inc, which disclosed 276 positions worth $579M. Its ten largest holdings account for 39% of the portfolio.
Its largest position is Fiserv Inc: 7,589,144 shares worth $166M.
By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Financials and Industrials.
- Pittenger & Anderson Inc's largest Q2 2013 buy was Fiserv Inc: 7,589,144 shares worth $166M.
- Pittenger & Anderson Inc's ten largest holdings make up 39% of its $579M portfolio in Q2 2013.
- Pittenger & Anderson Inc disclosed 276 positions in Q2 2013, its first 13F filing on record.
Based on Pittenger & Anderson Inc's 13F filing for Q2 2013, filed 8 Aug 2013.