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
$139M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$476K
2
+$361K
3
+$236K
4
DELL icon
Dell
DELL
+$198K
5
QCOM icon
Qualcomm
QCOM
+$187K

Top Sells

1
+$412K
2
+$303K
3
+$293K
4
POST icon
Post Holdings
POST
+$291K
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$287K

Sector Composition

1 Healthcare 29.98%
2 Technology 15.01%
3 Consumer Staples 11.07%
4 Financials 10.5%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$440K 0.32%
12,731
77
$438K 0.32%
7,992
78
$412K 0.3%
9,724
79
$406K 0.29%
10,338
80
$402K 0.29%
38,740
81
$392K 0.28%
4,200
-170
82
$382K 0.28%
2,619
83
$376K 0.27%
2,942
84
$362K 0.26%
2,605
85
$356K 0.26%
10,560
86
$343K 0.25%
10,749
-9,000
87
$324K 0.23%
2,666
88
$320K 0.23%
5,890
-5,348
89
$304K 0.22%
6,305
90
$294K 0.21%
6,650
91
$290K 0.21%
7,604
92
$283K 0.2%
4,672
93
$274K 0.2%
1,545
94
$274K 0.2%
19,000
95
$251K 0.18%
7,974
96
$246K 0.18%
2,400
97
$242K 0.17%
3,537
98
$235K 0.17%
1,971
99
$232K 0.17%
15,605
100
$216K 0.16%
2,100
+500
1 2 3
4
5