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
$213M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$502K
3
+$416K
4
ZBH icon
Zimmer Biomet
ZBH
+$386K
5
DOV icon
Dover
DOV
+$355K

Top Sells

1
+$1.6M
2
+$1.14M
3
+$554K
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$528K
5
AAPL icon
Apple
AAPL
+$479K

Sector Composition

1 Healthcare 25.69%
2 Technology 15.55%
3 Financials 12.79%
4 Industrials 9.58%
5 Consumer Staples 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.64%
5,607
-666
52
$1.32M 0.62%
13,704
53
$1.29M 0.61%
7,996
-1,500
54
$1.27M 0.6%
7,988
55
$1.26M 0.59%
5,980
+1,975
56
$1.24M 0.58%
18,404
-169
57
$1.18M 0.56%
4,980
+61
58
$1.17M 0.55%
6,700
59
$1.17M 0.55%
7,052
60
$1.13M 0.53%
2,300
61
$1.12M 0.53%
17,754
62
$1.11M 0.52%
32,250
63
$1.09M 0.51%
11,090
64
$1.09M 0.51%
17,425
+8,275
65
$1.02M 0.48%
10,500
66
$996K 0.47%
4,790
-30
67
$977K 0.46%
11,705
+3,000
68
$941K 0.44%
6,581
69
$908K 0.43%
15,368
70
$875K 0.41%
5,350
71
$872K 0.41%
13,000
72
$845K 0.4%
4,520
73
$833K 0.39%
5,405
74
$831K 0.39%
12,000
75
$816K 0.38%
4,206
1 2
3
4 5