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
$110M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$87K
2 +$55.6K
3 +$49.6K
4
WMT icon
Walmart
WMT
+$46.9K
5
EMR icon
Emerson Electric
EMR
+$36.5K

Top Sells

1 +$34.2K

Sector Composition

1 Healthcare 32.58%
2 Energy 13.94%
3 Consumer Staples 13.93%
4 Financials 8.81%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$239K 0.22%
6,353
52
$237K 0.22%
9,538
53
$217K 0.2%
2,566