PI
Pettee Investors Portfolio holdings
AUM $167M
1-Year Return
15.76%
This Quarter Return
-2.24%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$161M
AUM Growth
-$3.37M
(-2%)
Cap. Flow
+$1.97M
Cap. Flow
% of AUM
1.22%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
124
New
7
Increased
55
Reduced
11
Closed
8
Top Buys
| 1 |
Cognizant
CTSH
|
+$819K |
| 2 |
Becton Dickinson
BDX
|
+$773K |
| 3 |
J.M. Smucker
SJM
|
+$511K |
| 4 |
AEL
American Equity Investment Life Holding Company
AEL
|
+$509K |
| 5 |
Viatris
VTRS
|
+$480K |
Top Sells
| 1 |
Equinix
EQIX
|
+$879K |
| 2 |
Cadence Design Systems
CDNS
|
+$867K |
| 3 |
D.R. Horton
DHI
|
+$833K |
| 4 |
BCR
CR Bard Inc.
BCR
|
+$826K |
| 5 |
DTE Energy
DTE
|
+$603K |
Sector Composition
| 1 | Healthcare | 26.59% |
| 2 | Financials | 14.4% |
| 3 | Technology | 11.28% |
| 4 | Industrials | 9.84% |
| 5 | Consumer Staples | 9.1% |
