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
$111M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$214K
3
+$203K
4
AAPL icon
Apple
AAPL
+$25.1K
5
EFX icon
Equifax
EFX
+$23.9K

Top Sells

1
+$52.8K
2
+$37.6K
3
+$14.6K
4
PFE icon
Pfizer
PFE
+$8.7K

Sector Composition

1 Healthcare 34.16%
2 Consumer Staples 12.99%
3 Financials 11.23%
4 Industrials 8.81%
5 Energy 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 1.03%
15,696
27
$1.14M 1.03%
8,749
28
$1.14M 1.03%
8,825
29
$1.05M 0.95%
17,486
30
$1.02M 0.93%
7,498
+175
31
$965K 0.87%
8,137
-317
32
$943K 0.85%
14,309
33
$860K 0.78%
10,710
34
$848K 0.77%
7,492
35
$848K 0.77%
5,168
36
$777K 0.7%
11,783
-800
37
$664K 0.6%
16,000
+200
38
$637K 0.58%
26,526
39
$614K 0.55%
4,663
40
$588K 0.53%
5,550
41
$499K 0.45%
10,560
42
$484K 0.44%
2,950
43
$400K 0.36%
9,808
44
$400K 0.36%
5,020
45
$389K 0.35%
3,476
46
$389K 0.35%
3,000
47
$359K 0.32%
3,350
48
$339K 0.31%
10,038
49
$329K 0.3%
7,750
50
$306K 0.28%
5,725
+350
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