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
$111M
AUM Growth
+$5.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$218K
2
+$214K
3
+$203K
4
AAPL icon
Apple
AAPL
+$25.1K
5
EFX icon
Equifax
EFX
+$23.9K

Top Sells

1
+$52.8K
2
+$37.6K
3
+$14.6K
4
PFE icon
Pfizer
PFE
+$8.7K

Sector Composition

1 Healthcare 34.16%
2 Consumer Staples 12.99%
3 Financials 11.23%
4 Industrials 8.81%
5 Energy 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 16.46%
146,262
+100
2
$8.61M 7.78%
98,001
3
$5.78M 5.22%
70,452
4
$5.06M 4.58%
155,972
-268
5
$4.23M 3.82%
47,069
6
$3.6M 3.25%
32,165
7
$3.51M 3.17%
24,563
+125
8
$3.45M 3.12%
30,409
9
$3.42M 3.09%
26,700
10
$3.25M 2.94%
59,847
11
$2.87M 2.6%
79,637
12
$2.7M 2.44%
20,000
13
$2.51M 2.27%
23,369
14
$2.42M 2.19%
39,886
15
$2.1M 1.89%
32,160
16
$2.05M 1.85%
12,311
17
$2M 1.81%
55,640
+700
18
$1.6M 1.44%
35,935
19
$1.56M 1.41%
12,511
20
$1.53M 1.38%
31,296
-300
21
$1.41M 1.27%
18,023
22
$1.39M 1.26%
28,594
+400
23
$1.29M 1.17%
8,812
+150
24
$1.25M 1.13%
7,846
25
$1.19M 1.07%
15,000
1
2 3