PI
Pettee Investors Portfolio holdings
AUM
$167M
1-Year Return
15.76%
This Quarter Return
+3.11%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$209M
AUM Growth
+$4.9M
(+2.4%)
Cap. Flow
+$2.3M
Cap. Flow
% of AUM
1.1%
Top 10 Holdings %
Top 10 Hldgs %
34.08%
Holding
121
New
5
Increased
22
Reduced
18
Closed
1
Top Buys
| 1 |
Kroger
KR
|
+$977K |
| 2 |
Kite Realty
KRG
|
+$549K |
| 3 |
Sun Communities
SUI
|
+$454K |
| 4 |
Becton Dickinson
BDX
|
+$265K |
| 5 |
GE HealthCare
GEHC
|
+$244K |
Top Sells
| 1 |
STOR
STORE Capital Corporation
STOR
|
+$981K |
| 2 |
Quanta Services
PWR
|
+$819K |
| 3 |
GE Aerospace
GE
|
+$240K |
| 4 |
United Rentals
URI
|
+$55.4K |
| 5 |
Emerson Electric
EMR
|
+$32.1K |
Sector Composition
| 1 | Healthcare | 26.19% |
| 2 | Technology | 14.6% |
| 3 | Financials | 11.8% |
| 4 | Industrials | 10.75% |
| 5 | Consumer Staples | 9.84% |
