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Stephanie Graham

@Patten & Patten Inc Tn

Latest period2024 - Q3ReportedManaged Assets$1.507BTotal holdings317
Assets growth rate5.36%Assets growth rate (2-Q avg)3.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Patten & Patten Inc Tn's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 317 positions.

Assets under management

The assets under management (AUM) of Patten & Patten Inc Tn over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.507B in assets, with a quarterly growth rate of 5.36% and a 2-quarter average growth rate of 3.62%. The portfolio is managed by Stephanie Graham, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -1.25%
11.66%
$175.582M
753,572 shares@ $233.01 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.6%
4.57%
$68.762M
159,800 shares@ $430.3 avg price
SWSmurfit Westrock Plc
Recent Activity
New Position
3.29%
$49.538M
1.002M shares@ $49.42 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.7%
2.57%
$38.598M
152,106 shares@ $253.77 avg price
IXNIshares Tr
Recent Activity
Increased 1.27%
2.55%
$38.418M
465,504 shares@ $82.53 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -1.2%
2.44%
$36.719M
185,936 shares@ $197.49 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.4%
2.38%
$35.82M
215,977 shares@ $165.85 avg price
VVisa Inc
Recent Activity
Decreased -2.1%
1.99%
$29.851M
108,570 shares@ $274.96 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.02%
1.89%
$28.472M
135,029 shares@ $210.86 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.22%
1.65%
$24.818M
417,037 shares@ $59.51 avg price