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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
AOSSmith A O Corp
Recent Activity
Decreased -2.08%
1.21%
$18.084M
201,315 shares@ $89.83 avg price
LECOLincoln Elec Hldgs Inc
Recent Activity
1.11%
$16.642M
86,667 shares@ $192.02 avg price
GSSTGoldman Sachs Etf Tr
Recent Activity
Increased 3.53%
1.11%
$16.623M
328,264 shares@ $50.65 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.25%
1.06%
$15.911M
221,418 shares@ $71.87 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.52%
1.06%
$15.847M
97,785 shares@ $162.07 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 4.09%
1.05%
$15.746M
134,326 shares@ $117.23 avg price
PHMPulte Group Inc
Recent Activity
Decreased -1.69%
1.04%
$15.664M
109,135 shares@ $143.54 avg price
NEENextera Energy Inc
Recent Activity
Decreased -4.31%
1.02%
$15.345M
181,530 shares@ $84.54 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.37%
0.98%
$14.692M
87,876 shares@ $167.19 avg price
HELOJ P Morgan Exchange Traded F
Recent Activity
Increased 15.07%
0.96%
$14.419M
235,837 shares@ $61.14 avg price