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
$186M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$305K
2
+$135K
3
+$11K
4
HBAN icon
Huntington Bancshares
HBAN
+$10K
5
AXP icon
American Express
AXP
+$4.72K

Top Sells

1
+$358K
2
+$253K
3
+$243K
4
AAPL icon
Apple
AAPL
+$177K
5
PG icon
Procter & Gamble
PG
+$129K

Sector Composition

1 Healthcare 28.77%
2 Technology 12.8%
3 Financials 12.41%
4 Industrials 10.61%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.64%
13,365
52
$1.2M 0.64%
27,439
53
$1.17M 0.63%
11,015
54
$1.11M 0.6%
10,500
55
$1.09M 0.59%
4,890
56
$1.08M 0.58%
4,859
57
$1.07M 0.58%
4,975
58
$1.01M 0.54%
5,366
59
$994K 0.53%
13,569
-875
60
$973K 0.52%
7,988
61
$958K 0.51%
30,590
62
$941K 0.51%
18,663
-42
63
$904K 0.49%
3,348
+1,130
64
$895K 0.48%
15,368
65
$878K 0.47%
7,775
66
$854K 0.46%
25,000
67
$803K 0.43%
17,425
68
$802K 0.43%
6,700
69
$782K 0.42%
4,840
70
$761K 0.41%
17,313
-42
71
$728K 0.39%
12,737
72
$723K 0.39%
11,090
73
$723K 0.39%
21,400
74
$711K 0.38%
58,600
75
$704K 0.38%
5,405
1 2
3
4 5