PI
Pettee Investors Portfolio holdings
AUM
$167M
This Quarter Return
+0.16%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$215M
AUM Growth
+$215M
(+0.93%)
Cap. Flow
-$4.27M
Cap. Flow
% of AUM
-1.99%
Top 10 Holdings %
Top 10 Hldgs %
33.82%
Holding
127
New
3
Increased
33
Reduced
17
Closed
4
Top Buys
| 1 |
Hoya Capital Housing ETF
HOMZ
|
$2.03M |
| 2 |
Invitation Homes
INVH
|
$820K |
| 3 |
NVIDIA
NVDA
|
$815K |
| 4 |
Jacobs Solutions
J
|
$809K |
| 5 |
Hoya Capital High Dividend Yield ETF
RIET
|
$310K |
Top Sells
| 1 |
GE Aerospace
GE
|
$8.27M |
| 2 |
National Health Investors
NHI
|
$872K |
| 3 |
Edison International
EIX
|
$434K |
| 4 |
Apple
AAPL
|
$335K |
| 5 |
Intel
INTC
|
$328K |
Sector Composition
| 1 | Healthcare | 25.37% |
| 2 | Technology | 15.03% |
| 3 | Financials | 13.27% |
| 4 | Industrials | 9.92% |
| 5 | Consumer Staples | 8.58% |
