Stephanie Graham

@Patten & Patten Inc Tn

Latest period2024 - Q3

Reported2mo 14d ago

Managed Assets$1.507B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SWSmurfit Westrock Plc Recent Activity New Position	3.29%	$49.538M 1.002M shares@ $49.42 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.15%	$2.19M 7,808 shares@ $280.48 avg price	New Position
MBSAngel Oak Funds Trust Recent Activity New Position	0.08%	$1.2M 134,850 shares@ $8.9 avg price	New Position
XLRESelect Sector Spdr Tr Recent Activity New Position	0.04%	$543,947 12,177 shares@ $44.68 avg price	New Position
CCJCameco Corp Recent Activity New Position	0.03%	$334,559 7,005 shares@ $47.77 avg price	New Position
VOEVanguard Index Fds Recent Activity New Position	0.02%	$251,505 1,500 shares@ $167.67 avg price	New Position
IYKIshares Tr Recent Activity New Position	0.02%	$239,162 3,389 shares@ $70.58 avg price	New Position
VNQVanguard Index Fds Recent Activity New Position	0.02%	$234,490 2,407 shares@ $97.43 avg price	New Position
EXCExelon Corp Recent Activity New Position	0.02%	$223,998 5,524 shares@ $40.55 avg price	New Position
VPUVanguard World Fd Recent Activity New Position	0.02%	$217,651 1,251 shares@ $173.99 avg price	New Position