PI

Pettee Investors Portfolio holdings

AUM $182M
1-Year Est. Return 17.58%
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$87K
2
+$55.6K
3
+$49.6K
4
WMT icon
Walmart
WMT
+$46.9K
5
EMR icon
Emerson Electric
EMR
+$36.5K

Top Sells

1
+$34.2K

Sector Composition

1 Healthcare 32.58%
2 Energy 13.94%
3 Consumer Staples 13.93%
4 Financials 8.81%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 1.03%
9,424
27
$1.1M 1%
13,310
28
$1.07M 0.97%
8,545
29
$1.02M 0.92%
20,766
-700
30
$948K 0.86%
40,824
31
$904K 0.82%
14,542
+895
32
$852K 0.77%
8,454
33
$669K 0.61%
8,263
+1,075
34
$642K 0.58%
15,387
35
$607K 0.55%
5,126
36
$594K 0.54%
15,840
37
$575K 0.52%
5,385
38
$519K 0.47%
5,200
39
$517K 0.47%
6,521
+625
40
$515K 0.47%
12,150
41
$465K 0.42%
10,396
42
$369K 0.34%
10,320
43
$358K 0.33%
3,476
44
$344K 0.31%
4,738
45
$338K 0.31%
5,787
46
$300K 0.27%
2,500
47
$275K 0.25%
5,020
48
$272K 0.25%
15,800
49
$269K 0.24%
2,625
50
$261K 0.24%
2,398
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