PI

Pettee Investors Portfolio holdings

AUM $167M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$502K
3
+$416K
4
ZBH icon
Zimmer Biomet
ZBH
+$386K
5
DOV icon
Dover
DOV
+$355K

Top Sells

1
+$1.6M
2
+$1.14M
3
+$554K
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$528K
5
AAPL icon
Apple
AAPL
+$479K

Sector Composition

1 Healthcare 25.69%
2 Technology 15.55%
3 Financials 12.79%
4 Industrials 9.58%
5 Consumer Staples 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.3M 1.08%
14,723
+2,472
27
$2.21M 1.04%
15,806
28
$2.04M 0.96%
10,950
29
$1.97M 0.92%
22,285
-375
30
$1.95M 0.92%
4,405
+1,135
31
$1.94M 0.91%
34,565
32
$1.94M 0.91%
21,425
+3,295
33
$1.92M 0.9%
24,035
-2,400
34
$1.9M 0.89%
18,159
35
$1.9M 0.89%
20,956
36
$1.89M 0.89%
6,852
-1,000
37
$1.88M 0.89%
7,949
38
$1.84M 0.87%
29,047
39
$1.77M 0.83%
7,666
-159
40
$1.68M 0.79%
11,173
+2,355
41
$1.59M 0.75%
7,701
42
$1.58M 0.74%
27,015
43
$1.54M 0.72%
77,000
-16,000
44
$1.51M 0.71%
32,196
+3,045
45
$1.51M 0.71%
19,475
46
$1.48M 0.69%
9,781
47
$1.43M 0.67%
8,469
48
$1.42M 0.67%
4,975
49
$1.38M 0.65%
6,275
+175
50
$1.38M 0.65%
3,440
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