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
$236M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$557K
2
+$161K
3
+$147K
4
GS icon
Goldman Sachs
GS
+$18.8K
5
LOW icon
Lowe's Companies
LOW
+$3.82K

Top Sells

1
+$1.51M
2
+$1M
3
+$949K
4
PEP icon
PepsiCo
PEP
+$688K
5
JNJ icon
Johnson & Johnson
JNJ
+$638K

Sector Composition

1 Healthcare 22.56%
2 Technology 17.53%
3 Financials 13.05%
4 Industrials 12.11%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.53M 0.65%
5,998
+15
52
$1.52M 0.64%
5,349
53
$1.45M 0.61%
4,975
54
$1.38M 0.59%
18,026
55
$1.37M 0.58%
9,752
-937
56
$1.34M 0.57%
11,833
-3,123
57
$1.34M 0.57%
10,171
58
$1.22M 0.52%
7,203
59
$1.21M 0.51%
15,175
60
$1.18M 0.5%
1,809
61
$1.17M 0.49%
4,749
-661
62
$1.16M 0.49%
32,422
63
$1.14M 0.48%
27,287
-183
64
$1.1M 0.47%
2,643
+45
65
$1.1M 0.46%
50,510
66
$1.04M 0.44%
8,142
67
$1.03M 0.43%
6,711
68
$943K 0.4%
2,150
69
$929K 0.39%
11,090
70
$927K 0.39%
15,368
71
$890K 0.38%
11,279
72
$884K 0.37%
15,266
73
$861K 0.36%
7,988
74
$829K 0.35%
27,000
75
$829K 0.35%
1,066
-264
1 2
3
4 5