PG

Patten Group Portfolio holdings

AUM $514M
1-Year Est. Return 18.86%
This Quarter Est. Return
1 Year Est. Return
+18.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$9.74M
3 +$5.87M
4
AIG icon
American International
AIG
+$5.72M
5
AAPL icon
Apple
AAPL
+$5.14M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 14.88%
2 Financials 12.78%
3 Industrials 10.72%
4 Healthcare 8.13%
5 Technology 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2K ﹤0.01%
+105
252
$2K ﹤0.01%
+30
253
$2K ﹤0.01%
+15
254
$2K ﹤0.01%
+50
255
$2K ﹤0.01%
+25
256
$1K ﹤0.01%
+40
257
$1K ﹤0.01%
+25