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
$186M
AUM Growth
-$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$305K
2
+$135K
3
+$11K
4
HBAN icon
Huntington Bancshares
HBAN
+$10K
5
AXP icon
American Express
AXP
+$4.72K

Top Sells

1
+$358K
2
+$253K
3
+$243K
4
AAPL icon
Apple
AAPL
+$177K
5
PG icon
Procter & Gamble
PG
+$129K

Sector Composition

1 Healthcare 28.77%
2 Technology 12.8%
3 Financials 12.41%
4 Industrials 10.61%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$701K 0.38%
1,809
77
$678K 0.36%
15,500
78
$652K 0.35%
7,052
79
$615K 0.33%
15,958
-1,692
80
$605K 0.33%
2,400
81
$588K 0.32%
2,005
82
$583K 0.31%
6,711
83
$565K 0.3%
27,000
84
$548K 0.29%
10,350
85
$527K 0.28%
11,279
86
$469K 0.25%
3,159
87
$454K 0.24%
7,408
88
$409K 0.22%
1,950
-524
89
$407K 0.22%
10,560
90
$398K 0.21%
9,960
-710
91
$388K 0.21%
1,200
92
$387K 0.21%
6,900
93
$382K 0.21%
8,463
94
$362K 0.19%
2,437
95
$356K 0.19%
1,282
96
$334K 0.18%
3,145
97
$320K 0.17%
3,520
98
$310K 0.17%
6,496
99
$288K 0.15%
2,563
-275
100
$266K 0.14%
2,375
1 2 3
4
5