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PI

Pettee Investors Portfolio holdings

AUM $194M
1-Year Est. Return 21.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$993K
2
+$524K
3
+$370K
4
CRDO icon
Credo Technology Group
CRDO
+$310K
5
SCI icon
Service Corp International
SCI
+$291K

Top Sells

1
+$495K
2
+$219K
3
+$208K
4
MAA icon
Mid-America Apartment Communities
MAA
+$207K
5
UNP icon
Union Pacific
UNP
+$199K

Sector Composition

1 Technology 21.98%
2 Financials 16.09%
3 Industrials 14.51%
4 Healthcare 13.15%
5 Consumer Discretionary 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLX icon
76
Clorox
CLX
$11.8B
$550K 0.28%
5,700
FDX icon
77
FedEx
FDX
$78B
$548K 0.28%
1,359
-150
LPLA icon
78
LPL Financial
LPLA
$23.4B
$498K 0.26%
1,490
WIX icon
79
WIX.com
WIX
$1.76B
$474K 0.24%
6,345
NEM icon
80
Newmont
NEM
$110B
$462K 0.24%
4,155
-500
CRDO icon
81
Credo Technology Group
CRDO
$48.8B
$443K 0.23%
+2,545
MCO icon
82
Moody's
MCO
$78.5B
$427K 0.22%
924
APO icon
83
Apollo Global Management
APO
$79.4B
$418K 0.22%
3,250
YUM icon
84
Yum! Brands
YUM
$42B
$403K 0.21%
2,522
COF icon
85
Capital One
COF
$126B
$393K 0.2%
2,055
INTU icon
86
Intuit
INTU
$72.2B
$389K 0.2%
1,001
DLR icon
87
Digital Realty Trust
DLR
$66.9B
$382K 0.2%
1,900
NDAQ icon
88
Nasdaq
NDAQ
$46B
$372K 0.19%
4,050
ORCL icon
89
Oracle
ORCL
$532B
$367K 0.19%
2,276
PKG icon
90
Packaging Corp of America
PKG
$20.8B
$349K 0.18%
1,635
BA icon
91
Boeing
BA
$175B
$344K 0.18%
1,500
VZ icon
92
Verizon
VZ
$192B
$332K 0.17%
6,906
IWR icon
93
iShares Russell Mid-Cap ETF
IWR
$55.6B
$303K 0.16%
2,900
FAF icon
94
First American
FAF
$7B
$300K 0.15%
4,275
HBAN icon
95
Huntington Bancshares
HBAN
$34.3B
$286K 0.15%
17,052
CI icon
96
Cigna
CI
$74.4B
$282K 0.15%
971
BDX icon
97
Becton Dickinson
BDX
$39.6B
$269K 0.14%
1,805
-50
CALM icon
98
Cal-Maine
CALM
$3.72B
$265K 0.14%
3,430
BX icon
99
Blackstone
BX
$152B
$255K 0.13%
2,034
SLB icon
100
SLB Ltd
SLB
$72.1B
$253K 0.13%
+4,441
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