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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
BACBank America Corp
Recent Activity
Decreased -8.3%
0.26%
$3.782M
95,316 shares@ $39.68 avg price
NVSNovartis Ag
Recent Activity
Decreased -5.48%
0.25%
$3.759M
32,685 shares@ $115.03 avg price
ECLEcolab Inc
Recent Activity
Decreased -15.37%
0.25%
$3.754M
14,704 shares@ $255.33 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -28.99%
0.22%
$3.172M
75,933 shares@ $41.77 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
Decreased -47.42%
0.21%
$3.132M
92,495 shares@ $33.87 avg price
ZTSZoetis Inc
Recent Activity
Decreased -0.44%
0.21%
$3.092M
15,828 shares@ $195.39 avg price
PNFPPinnacle Finl Partners Inc
Recent Activity
Decreased -0.31%
0.21%
$3.078M
31,418 shares@ $97.97 avg price
CCitigroup Inc
Recent Activity
Decreased -8.18%
0.21%
$3.021M
48,264 shares@ $62.6 avg price
RSGRepublic Svcs Inc
Recent Activity
Decreased -1.43%
0.19%
$2.822M
14,050 shares@ $200.84 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -0.47%
0.19%
$2.813M
10,367 shares@ $271.35 avg price