PI
Pettee Investors Portfolio holdings
AUM
$167M
This Quarter Return
+0.04%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$103M
AUM Growth
+$103M
(-0.31%)
Cap. Flow
+$148K
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
55.4%
Holding
61
New
2
Increased
7
Reduced
5
Closed
1
Top Buys
| 1 |
Philip Morris
PM
|
$206K |
| 2 |
Caterpillar
CAT
|
$201K |
| 3 |
Intel
INTC
|
$70.7K |
| 4 |
DuPont de Nemours
DD
|
$30.7K |
| 5 |
CELG
Celgene Corp
CELG
|
$28.9K |
Top Sells
| 1 |
Clorox
CLX
|
$240K |
| 2 |
Travelers Companies
TRV
|
$216K |
| 3 |
Exxon Mobil
XOM
|
$8.32K |
| 4 |
Walt Disney
DIS
|
$5.71K |
| 5 |
Schlumberger
SLB
|
$4.31K |
Sector Composition
| 1 | Healthcare | 35.53% |
| 2 | Consumer Staples | 13.34% |
| 3 | Energy | 11.3% |
| 4 | Financials | 10.01% |
| 5 | Industrials | 7.95% |
