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
$157M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$967K
2
+$765K
3
+$604K
4
INTU icon
Intuit
INTU
+$464K
5
AMZN icon
Amazon
AMZN
+$356K

Top Sells

1
+$856K
2
+$667K
3
+$614K
4
PEP icon
PepsiCo
PEP
+$565K
5
JWN
Nordstrom
JWN
+$549K

Sector Composition

1 Healthcare 27.89%
2 Financials 11.94%
3 Technology 11.45%
4 Consumer Staples 10.61%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$535K 0.34%
2,686
-540
77
$528K 0.34%
7,604
-5,000
78
$522K 0.33%
4,457
79
$522K 0.33%
9,724
80
$513K 0.33%
12,920
-2,242
81
$500K 0.32%
12,731
82
$483K 0.31%
2,150
83
$471K 0.3%
17,350
84
$466K 0.3%
10,560
85
$464K 0.29%
+1,775
86
$462K 0.29%
18,772
87
$454K 0.29%
2,765
-50
88
$444K 0.28%
7,974
89
$435K 0.28%
15,605
90
$425K 0.27%
6,020
-7,145
91
$408K 0.26%
7,492
-3,375
92
$405K 0.26%
3,036
-1,627
93
$391K 0.25%
3,537
94
$386K 0.25%
7,115
-4,000
95
$373K 0.24%
17,185
-10,000
96
$350K 0.22%
7,974
97
$350K 0.22%
85,160
98
$348K 0.22%
2,400
99
$339K 0.22%
6,650
100
$327K 0.21%
2,666
-2,207
1 2 3
4
5