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
176
$316K 0.02%
3,000
177
$303K 0.02%
3,965
178
$298K 0.02%
2,565
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179
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500
181
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182
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183
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184
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130
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185
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4,110
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186
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187
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188
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189
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192
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193
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196
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197
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198
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6,104
199
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2,295
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200
$189K 0.01%
2,266
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