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
$209M
AUM Growth
+$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$549K
3
+$454K
4
BDX icon
Becton Dickinson
BDX
+$265K
5
GEHC icon
GE HealthCare
GEHC
+$244K

Top Sells

1
+$981K
2
+$819K
3
+$240K
4
URI icon
United Rentals
URI
+$55.4K
5
EMR icon
Emerson Electric
EMR
+$32.1K

Sector Composition

1 Healthcare 26.19%
2 Technology 14.6%
3 Financials 11.8%
4 Industrials 10.75%
5 Consumer Staples 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.63%
6,490
-59
52
$1.27M 0.61%
3,208
-140
53
$1.23M 0.59%
31,751
54
$1.21M 0.58%
108,357
55
$1.21M 0.58%
16,245
+705
56
$1.2M 0.57%
5,976
+280
57
$1.19M 0.57%
4,890
58
$1.18M 0.57%
7,831
59
$1.18M 0.56%
13,526
-368
60
$1.17M 0.56%
34,289
+5,000
61
$1.08M 0.52%
7,988
62
$1.01M 0.48%
25,000
63
$982K 0.47%
7,701
-74
64
$951K 0.46%
7,357
65
$947K 0.45%
11,090
66
$943K 0.45%
15,368
67
$939K 0.45%
4,840
68
$935K 0.45%
6,700
69
$879K 0.42%
16,031
-42
70
$871K 0.42%
10,500
71
$855K 0.41%
11,204
-3,149
72
$807K 0.39%
1,809
73
$796K 0.38%
8,191
+871
74
$792K 0.38%
5,405
75
$778K 0.37%
6,711
1 2
3
4 5