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PI
Pettee Investors Portfolio holdings
AUM
$194M
1-Year Est. Return
21.67%
This Fund
S&P 500
1 Year Est. Return
+21.67%
AUM
$194M
AUM Growth
+$15.9M
(+8.9%)
Holding
119
Top Buys
| 1 | +$993K | |
| 2 | +$524K | |
| 3 | +$370K | |
| 4 |
Credo Technology Group
CRDO
|
+$310K |
| 5 |
Service Corp International
SCI
|
+$291K |
Top Sells
| 1 | +$495K | |
| 2 | +$219K | |
| 3 | +$208K | |
| 4 |
Mid-America Apartment Communities
MAA
|
+$207K |
| 5 |
Union Pacific
UNP
|
+$199K |
Sector Composition
| 1 | Technology | 21.98% |
| 2 | Financials | 16.09% |
| 3 | Industrials | 14.51% |
| 4 | Healthcare | 13.15% |
| 5 | Consumer Discretionary | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Bank of America
BAC
$399B
| $252K | 0.13% |
4,721
-2,100
|
|
||
102
Match Group
MTCH
$8.35B
| $243K | 0.13% |
6,496
|
|
||
103
Coca-Cola
KO
$340B
| $243K | 0.13% |
3,082
|
|
||
104
Apple Hospitality REIT
APLE
$3.92B
| $229K | 0.12% |
17,000
|
|
||
105
Salesforce
CRM
$125B
| $221K | 0.11% |
1,253
-129
|
|
||
106
Paychex
PAYX
$35B
| $211K | 0.11% |
2,275
-100
|
|
||
107
Evergy
EVRG
$19.1B
| $209K | 0.11% |
+2,523
|
|
||
108
Travelers Companies
TRV
$64.4B
| $207K | 0.11% |
+680
|
|
||
109
VeriSign
VRSN
$24B
| $206K | 0.11% |
+765
|
|
||
110
Waters Corp
WAT
$34.8B
| $201K | 0.1% |
+649
|
|
||
111
Akamai
AKAM
$18.2B
| – | – |
-5,675
|
|
||
112
Cognizant
CTSH
$20.8B
| – | – |
-2,500
|
|
||
113
Icon
ICLR
$10.9B
| – | – |
-1,200
|
|
||
|
114
Mid-America Apartment Communities
MAA
$15.5B
| – | – |
-1,490
|
|