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
$209M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$549K
3
+$454K
4
BDX icon
Becton Dickinson
BDX
+$265K
5
GEHC icon
GE HealthCare
GEHC
+$244K

Top Sells

1
+$981K
2
+$819K
3
+$240K
4
URI icon
United Rentals
URI
+$55.4K
5
EMR icon
Emerson Electric
EMR
+$32.1K

Sector Composition

1 Healthcare 26.19%
2 Technology 14.6%
3 Financials 11.8%
4 Industrials 10.75%
5 Consumer Staples 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.13%
19,242
27
$2.33M 1.12%
4,804
+180
28
$2.31M 1.11%
44,097
+945
29
$2.23M 1.07%
24,035
30
$2.19M 1.05%
67,022
-125
31
$2.15M 1.03%
7,706
32
$2.11M 1.01%
20,430
+1,780
33
$2.1M 1.01%
21,525
34
$1.94M 0.93%
9,101
35
$1.92M 0.92%
4,960
36
$1.82M 0.87%
10,950
37
$1.82M 0.87%
36,942
38
$1.74M 0.83%
35,286
+19,786
39
$1.71M 0.82%
8,659
+419
40
$1.65M 0.79%
22,968
+2,223
41
$1.63M 0.78%
33,291
+640
42
$1.63M 0.78%
58,600
43
$1.62M 0.78%
3,434
-22
44
$1.52M 0.73%
18,266
45
$1.51M 0.72%
6,104
+1,070
46
$1.48M 0.71%
27,015
47
$1.46M 0.7%
4,975
48
$1.43M 0.69%
6,922
+395
49
$1.38M 0.66%
11,015
50
$1.36M 0.65%
5,632
1
2
3 4 5