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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
NVDANvidia Corporation
Recent Activity
Decreased -6.83%
0.28%
$4.21M
34,669 shares@ $121.44 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -1.84%
0.27%
$4.05M
78,279 shares@ $51.75 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.3%
0.27%
$3.965M
8,615 shares@ $460.27 avg price
MSMorgan Stanley
Recent Activity
Decreased -0.08%
0.26%
$3.842M
36,854 shares@ $104.25 avg price
MBNDSsga Active Tr
Recent Activity
Decreased -0.55%
0.26%
$3.793M
135,430 shares@ $28.01 avg price
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
BABoeing Co
Recent Activity
Increased 19.8%
0.25%
$3.741M
24,603 shares@ $152.05 avg price
AVGOBroadcom Inc
Recent Activity
Increased 940.63%
0.25%
$3.646M
21,135 shares@ $172.51 avg price