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
$111M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$214K
3
+$203K
4
AAPL icon
Apple
AAPL
+$25.1K
5
EFX icon
Equifax
EFX
+$23.9K

Top Sells

1
+$52.8K
2
+$37.6K
3
+$14.6K
4
PFE icon
Pfizer
PFE
+$8.7K

Sector Composition

1 Healthcare 34.16%
2 Consumer Staples 12.99%
3 Financials 11.23%
4 Industrials 8.81%
5 Energy 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$266K 0.24%
4,160
52
$263K 0.24%
2,000
53
$255K 0.23%
5,939
54
$254K 0.23%
2,243
55
$242K 0.22%
4,221
56
$235K 0.21%
2,400
57
$218K 0.2%
+10,779
58
$216K 0.2%
2,332
59
$214K 0.19%
+2,725
60
$203K 0.18%
+5,825
61
$202K 0.18%
1,675
62
$139K 0.13%
11,900
1 2
3