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
$157M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$765K
3
+$604K
4
INTU icon
Intuit
INTU
+$464K
5
AMZN icon
Amazon
AMZN
+$356K

Top Sells

1
+$856K
2
+$667K
3
+$614K
4
PEP icon
PepsiCo
PEP
+$565K
5
JWN
Nordstrom
JWN
+$549K

Sector Composition

1 Healthcare 27.89%
2 Financials 11.94%
3 Technology 11.45%
4 Consumer Staples 10.61%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.99%
12,113
27
$1.53M 0.97%
20,405
-8,888
28
$1.5M 0.95%
12,153
29
$1.38M 0.88%
34,278
-3,150
30
$1.22M 0.77%
27,115
-900
31
$1.18M 0.75%
11,763
32
$1.16M 0.73%
6,273
+1,300
33
$1.16M 0.73%
21,360
+60
34
$1.1M 0.7%
42,715
-3,256
35
$1.09M 0.69%
9,620
36
$1.09M 0.69%
20,779
-40
37
$1.08M 0.68%
6,999
38
$1.07M 0.68%
19,749
39
$1.05M 0.67%
11,120
+3,760
40
$1.05M 0.67%
13,465
+100
41
$1.04M 0.66%
4,246
42
$1.03M 0.66%
31,155
43
$1.02M 0.65%
15,278
-878
44
$1.01M 0.64%
6,973
45
$1M 0.64%
7,384
46
$1M 0.64%
10,592
47
$996K 0.63%
8,462
-781
48
$967K 0.61%
+19,620
49
$963K 0.61%
16,634
50
$944K 0.6%
25,944
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