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
$106M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$16M
2 +$9.9M
3 +$6.37M
4
PFE icon
Pfizer
PFE
+$6.11M
5
PG icon
Procter & Gamble
PG
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 32.85%
2 Consumer Staples 14.3%
3 Energy 13.75%
4 Financials 9.03%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$224K 0.21%
+2,566
52
$218K 0.2%
+2,398
53
$214K 0.2%
+9,538