PAI
Pittenger & Anderson Inc Portfolio holdings
AUM
$2.74B
1-Year Return
20.47%
This Quarter Return
+9.76%
1 Year Return
+20.47%
3 Year Return
+76.06%
5 Year Return
+110.7%
10 Year Return
+312.62%
AUM
$1.82B
AUM Growth
+$155M
(+9.3%)
Cap. Flow
+$28M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
35.02%
Holding
494
New
25
Increased
106
Reduced
112
Closed
58
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$14.8M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.22M |
| 3 |
Emerson Electric
EMR
|
$3M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$2.66M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$2.58M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$6.69M |
| 2 |
Nike
NKE
|
$6.53M |
| 3 |
TSMC
TSM
|
$4.59M |
| 4 |
Fiserv
FI
|
$2.39M |
| 5 |
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% |
