PI
Pettee Investors Portfolio holdings
AUM
$167M
This Quarter Return
-9.68%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$201M
AUM Growth
+$201M
(-12%)
Cap. Flow
+$968K
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
35.41%
Holding
122
New
–
Increased
24
Reduced
25
Closed
6
Top Buys
| 1 |
Amazon
AMZN
|
$1.83M |
| 2 |
Charles Schwab
SCHW
|
$404K |
| 3 |
Dover
DOV
|
$380K |
| 4 |
Microsoft
MSFT
|
$330K |
| 5 |
Icon
ICLR
|
$303K |
Top Sells
| 1 |
Jack Henry & Associates
JKHY
|
$1.05M |
| 2 |
Blackstone
BX
|
$244K |
| 3 |
Cognizant
CTSH
|
$224K |
| 4 |
VeriSign
VRSN
|
$222K |
| 5 |
Quaker Houghton
KWR
|
$216K |
Sector Composition
| 1 | Healthcare | 29.44% |
| 2 | Technology | 13.23% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 10.17% |
| 5 | Consumer Staples | 8.96% |
