PI

Pettee Investors Portfolio holdings

AUM $167M
1-Year Est. Return 15.76%
This Quarter Est. Return
1 Year Est. Return
+15.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$516K
2
+$502K
3
+$416K
4
ZBH icon
Zimmer Biomet
ZBH
+$386K
5
DOV icon
Dover
DOV
+$355K

Top Sells

1
+$1.6M
2
+$1.14M
3
+$554K
4
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$528K
5
AAPL icon
Apple
AAPL
+$479K

Sector Composition

1 Healthcare 25.69%
2 Technology 15.55%
3 Financials 12.79%
4 Industrials 9.58%
5 Consumer Staples 8.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$753K 0.35%
5,145
77
$733K 0.34%
13,199
78
$723K 0.34%
1,905
+135
79
$700K 0.33%
2,345
+285
80
$688K 0.32%
2,594
-25
81
$673K 0.32%
27,000
82
$670K 0.31%
2,100
83
$668K 0.31%
10,350
84
$664K 0.31%
11,279
85
$605K 0.28%
6,711
86
$597K 0.28%
2,400
87
$594K 0.28%
15,500
88
$582K 0.27%
13,112
-132
89
$569K 0.27%
10,738
90
$556K 0.26%
2,300
91
$541K 0.25%
10,560
92
$536K 0.25%
7,408
93
$472K 0.22%
1,971
94
$434K 0.2%
7,506
95
$408K 0.19%
3,450
96
$400K 0.19%
2,992
-50
97
$392K 0.18%
2,605
98
$378K 0.18%
2,666
99
$373K 0.18%
6,900
100
$372K 0.17%
5,241
1 2 3
4
5