PI
Pettee Investors Portfolio holdings
AUM
$167M
1-Year Return
15.76%
This Quarter Return
+10.19%
1 Year Return
+15.76%
3 Year Return
+59.92%
5 Year Return
+118.63%
10 Year Return
+249.1%
AUM
$226M
AUM Growth
+$15.9M
(+7.6%)
Cap. Flow
-$2.65M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
32.99%
Holding
126
New
5
Increased
13
Reduced
39
Closed
4
Top Buys
| 1 |
Broadcom
AVGO
|
$1.83M |
| 2 |
Kite Realty
KRG
|
$555K |
| 3 |
Lear
LEA
|
$519K |
| 4 |
Mid-America Apartment Communities
MAA
|
$315K |
| 5 |
Apple Hospitality REIT
APLE
|
$282K |
Top Sells
| 1 |
VMW
VMware, Inc
VMW
|
$1.83M |
| 2 |
Huntington Bancshares
HBAN
|
$1.01M |
| 3 |
Truist Financial
TFC
|
$900K |
| 4 |
Terreno Realty
TRNO
|
$588K |
| 5 |
Sun Communities
SUI
|
$381K |
Sector Composition
| 1 | Healthcare | 23.31% |
| 2 | Technology | 17.01% |
| 3 | Financials | 12.75% |
| 4 | Industrials | 11.61% |
| 5 | Consumer Staples | 8.37% |
