PI
Pettee Investors Portfolio holdings
AUM
$167M
1-Year Return
15.76%
This Quarter Return
-2.7%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$227M
AUM Growth
-$11.3M
(-4.7%)
Cap. Flow
-$22.1K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
33.99%
Holding
124
New
1
Increased
20
Reduced
19
Closed
2
Top Buys
| 1 |
Huntington Bancshares
HBAN
|
$515K |
| 2 |
Jacobs Solutions
J
|
$460K |
| 3 |
Dover
DOV
|
$215K |
| 4 |
Caterpillar
CAT
|
$202K |
| 5 |
Truist Financial
TFC
|
$197K |
Top Sells
| 1 |
Universal Health Services
UHS
|
$667K |
| 2 |
Synopsys
SNPS
|
$631K |
| 3 |
Post Holdings
POST
|
$387K |
| 4 |
Hoya Capital Housing ETF
HOMZ
|
$133K |
| 5 |
Union Pacific
UNP
|
$82K |
Sector Composition
| 1 | Healthcare | 26.23% |
| 2 | Technology | 14.81% |
| 3 | Financials | 12.85% |
| 4 | Industrials | 10.28% |
| 5 | Consumer Staples | 8.53% |
