PI
Pettee Investors Portfolio holdings
AUM
$167M
1-Year Return
15.76%
This Quarter Return
+7.81%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$173M
AUM Growth
+$11.3M
(+7%)
Cap. Flow
+$462K
Cap. Flow
% of AUM
0.27%
Top 10 Holdings %
Top 10 Hldgs %
38.03%
Holding
118
New
8
Increased
10
Reduced
17
Closed
2
Top Buys
| 1 |
Match Group
MTCH
|
+$1.05M |
| 2 |
Labcorp
LH
|
+$903K |
| 3 |
Lowe's Companies
LOW
|
+$347K |
| 4 |
Lear
LEA
|
+$316K |
| 5 |
FedEx
FDX
|
+$230K |
Top Sells
| 1 |
IAC Inc
IAC
|
+$1.08M |
| 2 |
VAR
Varian Medical Systems, Inc.
VAR
|
+$840K |
| 3 |
NVIDIA
NVDA
|
+$541K |
| 4 |
Synopsys
SNPS
|
+$405K |
| 5 |
Jack Henry & Associates
JKHY
|
+$244K |
Sector Composition
| 1 | Healthcare | 28.97% |
| 2 | Technology | 15.68% |
| 3 | Consumer Staples | 10.91% |
| 4 | Financials | 9.38% |
| 5 | Industrials | 7.87% |
