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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
IXNIshares Tr
Recent Activity
Increased 1.27%
2.55%
$38.418M
465,504 shares@ $82.53 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.4%
2.38%
$35.82M
215,977 shares@ $165.85 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 2.22%
1.65%
$24.818M
417,037 shares@ $59.51 avg price
WMTWalmart Inc
Recent Activity
Increased 4.76%
1.35%
$20.221M
250,415 shares@ $80.75 avg price
OEFIshares Tr
Recent Activity
Increased 35.97%
1.25%
$18.822M
68,009 shares@ $276.77 avg price
GSSTGoldman Sachs Etf Tr
Recent Activity
Increased 3.53%
1.11%
$16.623M
328,264 shares@ $50.65 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.09%
1.05%
$15.746M
134,326 shares@ $117.23 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 15.07%
0.96%
$14.419M
235,837 shares@ $61.14 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 1.76%
0.82%
$12.313M
157,797 shares@ $78.03 avg price
EWEdwards Lifesciences Corp
Recent Activity
Increased 7.51%
0.73%
$10.882M
164,904 shares@ $66.0 avg price