PETTEE INVESTORS, INC. Information

46 CLEARVIEW LANE, NEW CANAAN, Connecticut, 06840, (203) 966-3199

Report Date: 09/30/2014

Position Statistics

Total Positions 59
New Positions 2
Increased Positions 2
Decreased Positions 37
Positions with Activity 39
Sold Out Positions 0
Total Mkt Value (in $ millions) 105

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.66%
Capital Goods 1.26%
Conglomerates
Consumer Cyclical 0.2%
Consumer/Non-Cyclical 15.64%
Energy 12.4%
Financial 11.86%
Healthcare 33.26%
Services 10.69%
Technology 8.76%
Transportation 1.25%
Utilities

59 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 16,724 New 159,896
EXXON MOBIL CORP COM 8,756 -423 (4.61) 93,368
JPMORGAN CHASE & CO COM 6,469 -332 (4.88) 103,540
PFIZER INC COM 5,493 -778 (12.4) 174,838
PROCTER & GAMBLE CO COM 4,924 -891 (15.32) 52,866
BRISTOL MYERS SQUIBB CO COM 3,711 -267 (6.72) 62,741
GENERAL ELECTRIC CO COM 3,242 -474 (12.76) 125,525
PEPSICO INC COM 3,125 -317 (9.2) 32,190
INTEL CORP COM 2,963 -457 (13.37) 79,151
NESTLE S A SPONSORED ADR 2,821 -740 (20.78) 38,126
DISNEY WALT CO COM DISNEY 2,604 -561 (17.72) 27,580
DOW CHEM CO COM 2,581 -265 (9.3) 56,092
CLOROX CO DEL COM 2,447 -506 (17.14) 23,200
CHEVRON CORP NEW COM 2,432 -23 (0.92) 21,434
INTERNATIONAL BUSINESS MACHS COM 2,424 -310 (11.34) 14,980
MERCK & CO INC NEW COM 2,228 -470 (17.43) 38,779
ABBVIE INC COM 2,054 -64 (3.05) 31,018
SCHLUMBERGER LTD COM 1,820 -139 (7.11) 20,903
WAL-MART STORES INC COM 1,593 -199 (11.09) 18,431
ABBOTT LABS COM 1,585 -45 (2.73) 34,693


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