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
$211M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 14.1%
2 Financials 12.09%
3 Industrials 10.59%
4 Healthcare 8.56%
5 Technology 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$28.8K 0.01%
+500
327
$28.7K 0.01%
+300
328
$28.7K 0.01%
+1,553
329
$27.7K 0.01%
+480
330
$26.8K 0.01%
+736
331
$26.4K 0.01%
+597
332
$26.4K 0.01%
+250
333
$25.9K 0.01%
+400
334
$25.5K 0.01%
+1,000
335
$25.3K 0.01%
+700
336
$24.8K 0.01%
+452
337
$24.6K 0.01%
+1,049
338
$24.5K 0.01%
+1,000
339
$24.4K 0.01%
+175
340
$24.3K 0.01%
+3,500
341
$24.2K 0.01%
+450
342
$24.2K 0.01%
+250
343
$24.2K 0.01%
+464
344
$24K 0.01%
+440
345
$23.7K 0.01%
+1,851
346
$23.1K 0.01%
+1,500
347
$22.9K 0.01%
+215
348
$22.9K 0.01%
+738
349
$22.8K 0.01%
+560
350
$22.8K 0.01%
+260