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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
MDLZMondelez Intl Inc
Recent Activity
Increased 8%
0.05%
$628,616
8,533 shares@ $73.67 avg price
IDVIshares Tr
Recent Activity
Increased 2.36%
0.04%
$591,148
19,555 shares@ $30.24 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Increased 4.82%
0.04%
$590,692
6,294 shares@ $93.86 avg price
VTIVanguard Index Fds
Recent Activity
Increased 5.01%
0.04%
$564,687
1,994 shares@ $283.2 avg price
IAUIshares Gold Tr
Recent Activity
Increased 5.91%
0.04%
$474,387
9,545 shares@ $49.71 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 5.13%
0.04%
$461,447
3,385 shares@ $136.33 avg price
NVONovo-nordisk A S
Recent Activity
Increased 84.11%
0.03%
$448,299
3,765 shares@ $119.08 avg price
DGDollar Gen Corp New
Recent Activity
Increased 28.22%
0.03%
$420,785
4,976 shares@ $84.57 avg price
BPBp Plc
Recent Activity
Increased 0.51%
0.03%
$419,621
13,368 shares@ $31.39 avg price
VTVVanguard Index Fds
Recent Activity
Increased 19.43%
0.03%
$417,571
2,392 shares@ $174.57 avg price