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
$104M
AUM Growth
+$2.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$323K
2 +$212K
3 +$26.5K
4
DD icon
DuPont de Nemours
DD
+$25.1K
5
GE icon
GE Aerospace
GE
+$17.1K

Top Sells

1 +$74.3K
2 +$38.6K
3 +$31.4K
4
KMB icon
Kimberly-Clark
KMB
+$25.7K
5
IBM icon
IBM
IBM
+$16.1K

Sector Composition

1 Healthcare 34.53%
2 Consumer Staples 14.25%
3 Energy 12.29%
4 Financials 9.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$227K 0.22%
3,168
52
$219K 0.21%
2,398
53
$215K 0.21%
7,108
54
$212K 0.2%
+2,000
55
$209K 0.2%
2,566
56
$209K 0.2%
13,500