PI
Pettee Investors Portfolio holdings
AUM
$167M
This Quarter Return
-3.06%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$210M
AUM Growth
+$210M
(-4.8%)
Cap. Flow
-$1.69M
Cap. Flow
% of AUM
-0.8%
Top 10 Holdings %
Top 10 Hldgs %
33.83%
Holding
124
New
2
Increased
14
Reduced
33
Closed
3
Top Buys
| 1 |
Blackstone
BX
|
$214K |
| 2 |
Fortrea Holdings
FTRE
|
$213K |
| 3 |
Goldman Sachs
GS
|
$169K |
| 4 |
Hoya Capital High Dividend Yield ETF
RIET
|
$168K |
| 5 |
NVIDIA
NVDA
|
$95.7K |
Top Sells
| 1 |
Quanta Services
PWR
|
$271K |
| 2 |
RTX Corp
RTX
|
$268K |
| 3 |
FedEx
FDX
|
$260K |
| 4 |
Procter & Gamble
PG
|
$248K |
| 5 |
Travelers Companies
TRV
|
$230K |
Sector Composition
| 1 | Healthcare | 24.82% |
| 2 | Technology | 16.08% |
| 3 | Financials | 12.24% |
| 4 | Industrials | 10.86% |
| 5 | Consumer Staples | 8.98% |
