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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
IHEIshares Tr
Recent Activity
Increased 9.53%
0.13%
$1.823M
25,813 shares@ $70.62 avg price
EXASExact Sciences Corp
Recent Activity
Increased 13.92%
0.12%
$1.75M
25,693 shares@ $68.12 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 1.5%
0.11%
$1.602M
33,990 shares@ $47.14 avg price
ORCLOracle Corp
Recent Activity
Increased 0.02%
0.11%
$1.58M
9,272 shares@ $170.4 avg price
MBLYMobileye Global Inc
Recent Activity
Increased 5.77%
0.1%
$1.413M
103,150 shares@ $13.7 avg price
NFLXNetflix Inc
Recent Activity
Increased 7.04%
0.1%
$1.37M
1,932 shares@ $709.14 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.63%
0.08%
$1.19M
2,078 shares@ $572.52 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 2.1%
0.07%
$1.052M
4,328 shares@ $243.07 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.06%
0.07%
$1.032M
5,208 shares@ $198.08 avg price
DDominion Energy Inc
Recent Activity
Increased 7.42%
0.07%
$1.009M
17,463 shares@ $57.8 avg price