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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
FCXFreeport-mcmoran Inc
Recent Activity
Increased 0.98%
0.37%
$5.494M
110,060 shares@ $49.92 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.25%
0.37%
$5.491M
24,322 shares@ $225.77 avg price
NSCNorfolk Southn Corp
Recent Activity
Decreased -0.98%
0.34%
$5.084M
20,457 shares@ $248.51 avg price
TFCTruist Finl Corp
Recent Activity
Decreased -3.54%
0.34%
$5.034M
117,698 shares@ $42.77 avg price
GPIQGoldman Sachs Etf Tr
Recent Activity
Increased 97.49%
0.33%
$4.909M
102,384 shares@ $47.96 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -7.66%
0.32%
$4.788M
27,642 shares@ $173.21 avg price
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
DLRDigital Rlty Tr Inc
Recent Activity
Decreased -1.69%
0.31%
$4.542M
28,069 shares@ $161.83 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 21.06%
0.29%
$4.229M
17,229 shares@ $245.45 avg price