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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
MCDMcdonalds Corp
Recent Activity
Increased 0.95%
0.18%
$2.705M
8,882 shares@ $304.51 avg price
PFEPfizer Inc
Recent Activity
Increased 14.01%
0.18%
$2.581M
89,182 shares@ $28.95 avg price
LDURPimco Etf Tr
Recent Activity
Increased 0.02%
0.17%
$2.498M
26,035 shares@ $95.97 avg price
IVVIshares Tr
Recent Activity
Increased 6.99%
0.16%
$2.376M
4,119 shares@ $576.83 avg price
XLUSelect Sector Spdr Tr
Recent Activity
Increased 3.96%
0.15%
$2.24M
27,727 shares@ $80.79 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 82.17%
0.15%
$2.132M
41,396 shares@ $51.51 avg price
XLESelect Sector Spdr Tr
Recent Activity
Increased 1.95%
0.14%
$1.972M
22,464 shares@ $87.8 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 0.29%
0.13%
$1.919M
3,875 shares@ $495.16 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.02%
0.13%
$1.902M
4,953 shares@ $383.94 avg price
BILZPimco Etf Tr
Recent Activity
Increased 69.04%
0.13%
$1.856M
18,334 shares@ $101.22 avg price