PI
Pettee Investors Portfolio holdings
AUM
$167M
1-Year Return
15.76%
This Quarter Return
+8.62%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$205M
AUM Growth
-$1.98M
(-0.95%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-7.64%
Top 10 Holdings %
Top 10 Hldgs %
33.24%
Holding
121
New
5
Increased
3
Reduced
13
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$708K |
| 2 |
Seagate
STX
|
$528K |
| 3 |
WIX.com
WIX
|
$461K |
| 4 |
Amazon
AMZN
|
$325K |
| 5 |
AMTM
Amentum Holdings, Inc.
AMTM
|
$285K |
Top Sells
| 1 |
NVIDIA
NVDA
|
$4.3M |
| 2 |
Dell
DELL
|
$3.45M |
| 3 |
Applied Materials
AMAT
|
$3.03M |
| 4 |
Synopsys
SNPS
|
$2.95M |
| 5 |
Broadcom
AVGO
|
$1.98M |
Sector Composition
| 1 | Healthcare | 18.3% |
| 2 | Financials | 15.77% |
| 3 | Industrials | 14.9% |
| 4 | Technology | 13.94% |
| 5 | Consumer Discretionary | 9.01% |
