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
$102M
AUM Growth
-$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$209K
2 +$204K

Top Sells

1 +$801K
2 +$732K
3 +$529K
4
MRK icon
Merck
MRK
+$485K
5
GE icon
GE Aerospace
GE
+$471K

Sector Composition

1 Healthcare 34.08%
2 Consumer Staples 13.61%
3 Energy 13.23%
4 Financials 9.23%
5 Technology 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$218K 0.21%
6,353
52
$214K 0.21%
2,566
53
$209K 0.21%
+7,108
54
$204K 0.2%
+3,168
55
$200K 0.2%
13,500
-2,300