PI

Pettee Investors Portfolio holdings

AUM $182M
1-Year Est. Return 17.58%
This Quarter Est. Return
1 Year Est. Return
+17.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$3.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$87K
2
+$55.6K
3
+$49.6K
4
WMT icon
Walmart
WMT
+$46.9K
5
EMR icon
Emerson Electric
EMR
+$36.5K

Top Sells

1
+$34.2K

Sector Composition

1 Healthcare 32.58%
2 Energy 13.94%
3 Consumer Staples 13.93%
4 Financials 8.81%
5 Industrials 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 15.21%
159,896
2
$9.86M 8.96%
97,876
3
$6.27M 5.7%
108,851
4
$5.92M 5.39%
210,370
5
$4.91M 4.46%
62,432
6
$3.78M 3.44%
30,024
7
$3.26M 2.97%
67,261
8
$3.18M 2.89%
30,653
9
$3.17M 2.88%
35,452
10
$3.06M 2.78%
17,673
11
$2.87M 2.61%
33,520
12
$2.83M 2.57%
21,634
13
$2.82M 2.57%
91,361
14
$2.72M 2.47%
49,217
15
$2.65M 2.41%
22,503
16
$2.56M 2.33%
28,000
17
$1.81M 1.64%
27,261
+550
18
$1.81M 1.64%
31,992
19
$1.59M 1.44%
44,396
20
$1.56M 1.42%
62,193
+1,875
21
$1.46M 1.33%
35,667
22
$1.42M 1.29%
15,000
23
$1.25M 1.14%
14,596
24
$1.23M 1.11%
17,675
25
$1.22M 1.11%
12,125
1
2 3