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
$106M
AUM Growth
-$7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$1.47M
2 +$26.4K
3 +$20.8K
4
WM icon
Waste Management
WM
+$8.41K
5
DD icon
DuPont de Nemours
DD
+$98

Sector Composition

1 Healthcare 32.94%
2 Consumer Staples 14.15%
3 Energy 13.46%
4 Financials 9.22%
5 Industrials 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.21%
6,353
52
$214K 0.2%
9,538
53
$210K 0.2%
2,566