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
$157M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$765K
3
+$604K
4
INTU icon
Intuit
INTU
+$464K
5
AMZN icon
Amazon
AMZN
+$356K

Top Sells

1
+$856K
2
+$667K
3
+$614K
4
PEP icon
PepsiCo
PEP
+$565K
5
JWN
Nordstrom
JWN
+$549K

Sector Composition

1 Healthcare 27.89%
2 Financials 11.94%
3 Technology 11.45%
4 Consumer Staples 10.61%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$939K 0.6%
5,550
52
$928K 0.59%
24,134
53
$889K 0.56%
24,126
54
$877K 0.56%
5,356
55
$868K 0.55%
7,591
-389
56
$861K 0.55%
22,555
57
$830K 0.53%
8,605
58
$815K 0.52%
8,816
59
$812K 0.52%
3,060
-1,300
60
$803K 0.51%
25,062
61
$789K 0.5%
7,876
62
$785K 0.5%
12,150
-2,775
63
$765K 0.49%
11,238
64
$721K 0.46%
5,530
65
$719K 0.46%
2,945
+75
66
$710K 0.45%
11,304
-4,365
67
$688K 0.44%
38,740
68
$674K 0.43%
5,812
69
$645K 0.41%
10,180
70
$634K 0.4%
28,350
71
$617K 0.39%
12,932
-4,000
72
$604K 0.38%
+20,405
73
$575K 0.37%
6,305
74
$566K 0.36%
10,338
75
$551K 0.35%
8,173
1 2
3
4 5