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
$186M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$305K
2
+$135K
3
+$11K
4
HBAN icon
Huntington Bancshares
HBAN
+$10K
5
AXP icon
American Express
AXP
+$4.72K

Top Sells

1
+$358K
2
+$253K
3
+$243K
4
AAPL icon
Apple
AAPL
+$177K
5
PG icon
Procter & Gamble
PG
+$129K

Sector Composition

1 Healthcare 28.77%
2 Technology 12.8%
3 Financials 12.41%
4 Industrials 10.61%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.08%
17,310
27
$2.01M 1.08%
14,871
+35
28
$1.78M 0.96%
7,706
29
$1.77M 0.95%
3,511
30
$1.73M 0.93%
67,147
-1,425
31
$1.71M 0.92%
9,781
32
$1.67M 0.9%
9,101
33
$1.62M 0.87%
10,950
34
$1.6M 0.86%
36,942
35
$1.58M 0.85%
19,242
36
$1.56M 0.84%
24,035
37
$1.53M 0.82%
27,015
38
$1.51M 0.81%
4,960
39
$1.5M 0.81%
14,357
-1,007
40
$1.45M 0.78%
21,525
41
$1.45M 0.78%
8,240
42
$1.45M 0.78%
6,527
43
$1.43M 0.77%
108,357
+762
44
$1.41M 0.76%
14,770
45
$1.3M 0.7%
18,266
46
$1.29M 0.69%
30,611
47
$1.27M 0.68%
5,632
48
$1.26M 0.68%
6,454
-387
49
$1.21M 0.65%
7,831
50
$1.21M 0.65%
31,982
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