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
$173M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$903K
3
+$347K
4
LEA icon
Lear
LEA
+$316K
5
FDX icon
FedEx
FDX
+$230K

Top Sells

1
+$1.08M
2
+$840K
3
+$541K
4
SNPS icon
Synopsys
SNPS
+$405K
5
JKHY icon
Jack Henry & Associates
JKHY
+$244K

Sector Composition

1 Healthcare 28.97%
2 Technology 15.68%
3 Consumer Staples 10.91%
4 Financials 9.38%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.72M 0.99%
7,825
27
$1.69M 0.98%
49,325
28
$1.68M 0.97%
7,852
-1,892
29
$1.62M 0.94%
12,251
+1,442
30
$1.59M 0.92%
6,273
31
$1.54M 0.89%
15,393
32
$1.48M 0.86%
24,912
33
$1.43M 0.83%
22,542
34
$1.36M 0.79%
24,035
35
$1.32M 0.76%
18,284
-1,484
36
$1.31M 0.76%
36,063
37
$1.24M 0.72%
6,501
38
$1.17M 0.68%
2,820
39
$1.13M 0.65%
24,126
40
$1.11M 0.64%
20,956
41
$1.1M 0.64%
4,975
42
$1.08M 0.62%
19,475
43
$1.07M 0.62%
5,450
-75
44
$1.06M 0.61%
3,390
45
$1.05M 0.61%
77,920
-40,000
46
$1.05M 0.61%
+9,496
47
$998K 0.58%
9,781
48
$983K 0.57%
15,004
49
$982K 0.57%
8,469
50
$944K 0.55%
15,368
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