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
$103M
AUM Growth
-$318K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$206K
2 +$201K
3 +$70.7K
4
DD icon
DuPont de Nemours
DD
+$30.7K
5
CELG
Celgene Corp
CELG
+$28.9K

Top Sells

1 +$240K
2 +$216K
3 +$8.32K
4
DIS icon
Walt Disney
DIS
+$5.71K
5
SLB icon
SLB Limited
SLB
+$4.31K

Sector Composition

1 Healthcare 35.53%
2 Consumer Staples 13.34%
3 Energy 11.3%
4 Financials 10.01%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$254K 0.25%
2,625
52
$232K 0.23%
7,108
53
$231K 0.22%
3,168
54
$212K 0.21%
4,400
55
$206K 0.2%
+2,566
56
$203K 0.2%
13,500
57
$201K 0.2%
+2,365
58
-2,000