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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
HDHome Depot Inc
Recent Activity
Decreased -5.12%
0.72%
$10.823M
26,709 shares@ $405.21 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -3.39%
0.7%
$10.442M
131,483 shares@ $79.43 avg price
PEPPepsico Inc
Recent Activity
Decreased -4.86%
0.65%
$9.74M
57,279 shares@ $170.06 avg price
CNICanadian Natl Ry Co
Recent Activity
Decreased -4.91%
0.64%
$9.615M
82,073 shares@ $117.16 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -7.43%
0.64%
$9.552M
179,474 shares@ $53.23 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -0.84%
0.62%
$9.245M
56,347 shares@ $164.09 avg price
CVXChevron Corp New
Recent Activity
Decreased -0.07%
0.59%
$8.852M
60,109 shares@ $147.27 avg price
STZConstellation Brands Inc
Recent Activity
Decreased -2.21%
0.59%
$8.823M
34,238 shares@ $257.69 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.25%
0.59%
$8.802M
42,583 shares@ $206.72 avg price
HLTHilton Worldwide Hldgs Inc
Recent Activity
Decreased -2.1%
0.57%
$8.439M
36,610 shares@ $230.5 avg price