PETTEE INVESTORS, INC. Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 62
New Positions 2
Increased Positions 3
Decreased Positions 6
Positions with Activity 9
Sold Out Positions 2
Total Mkt Value (in $ millions) 104

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

Sector Weighting

Basic Materials 4.27%
Capital Goods 0.96%
Conglomerates
Consumer Cyclical 0.19%
Consumer/Non-Cyclical 15.19%
Energy 10.64%
Financial 12.63%
Healthcare 35.18%
Services 12%
Technology 7.89%
Transportation 1.03%
Utilities

62 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JOHNSON & JOHNSON COM 15,993 New 159,596
EXXON MOBIL CORP COM 7,396 New 93,368
JPMORGAN CHASE & CO COM 7,096 New 103,540
PFIZER INC COM 6,335 New 175,687
BRISTOL MYERS SQUIBB CO COM 4,066 -53 (1.28) 61,941
PROCTER & GAMBLE CO COM 4,055 New 52,866
DISNEY WALT CO COM DISNEY 3,310 New 27,580
GENERAL ELECTRIC CO COM 3,284 -10 (0.31) 125,811
PEPSICO INC COM 3,102 New 32,190
NESTLE S A SPONSORED ADR 2,973 New 39,325
DOW CHEM CO COM 2,666 New 56,642
CLOROX CO DEL COM 2,597 New 23,200
INTERNATIONAL BUSINESS MACHS COM 2,410 New 14,880
INTEL CORP COM 2,291 New 79,149
MERCK & CO INC NEW COM 2,286 New 38,779
ABBVIE INC COM 2,172 New 31,018
CHEVRON CORP NEW COM 1,891 New 21,369
ABBOTT LABS COM 1,759 New 34,693
SCHLUMBERGER LTD COM 1,731 New 20,903
CELGENE CORP COM 1,601 New 12,196


Create your free portfolio