PI

Pettee Investors Portfolio holdings

AUM $182M
1-Year Est. Return 17.58%
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$414K
3
+$403K
4
TRNO icon
Terreno Realty
TRNO
+$379K
5
ZBH icon
Zimmer Biomet
ZBH
+$373K

Top Sells

1
+$691K
2
+$476K
3
+$452K
4
KEY icon
KeyCorp
KEY
+$402K
5
PII icon
Polaris
PII
+$304K

Sector Composition

1 Healthcare 28.26%
2 Technology 16.16%
3 Consumer Staples 10.94%
4 Financials 9.77%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$252K 0.16%
+2,100
102
$235K 0.15%
4,300
-372
103
$232K 0.14%
+1,250
104
$215K 0.13%
+4,745
105
$207K 0.13%
+1,000
106
$207K 0.13%
+2,920
107
$203K 0.13%
+3,971
108
$192K 0.12%
10,463
-50
109
– –
-6,305
110
– –
-38,740
111
– –
-15,605
112
– –
-16,670
113
– –
-18,647
1 2 3 4
5