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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
DXCMDexcom Inc
Recent Activity
Increased 49.44%
0.32%
$4.776M
71,241 shares@ $67.05 avg price
KRESpdr Ser Tr
Recent Activity
Increased 10.12%
0.31%
$4.598M
81,236 shares@ $56.61 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 21.06%
0.29%
$4.229M
17,229 shares@ $245.45 avg price
BABoeing Co
Recent Activity
Increased 19.8%
0.25%
$3.741M
24,603 shares@ $152.05 avg price
AVGOBroadcom Inc
Recent Activity
Increased 940.63%
0.25%
$3.646M
21,135 shares@ $172.51 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 18.31%
0.22%
$3.284M
18,330 shares@ $179.17 avg price
IWMIshares Tr
Recent Activity
Increased 21.09%
0.21%
$3.155M
14,284 shares@ $220.9 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 1.67%
0.21%
$3.098M
22,877 shares@ $135.45 avg price
SHYIshares Tr
Recent Activity
Increased 15.59%
0.2%
$2.89M
34,759 shares@ $83.16 avg price
ULTAUlta Beauty Inc
Recent Activity
Increased 7.05%
0.19%
$2.839M
7,297 shares@ $389.13 avg price