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
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$1.22M
3 +$1.17M
4
CSCO icon
Cisco
CSCO
+$704K
5
PNFP icon
Pinnacle Financial Partners
PNFP
+$517K

Top Sells

1 +$1.62M
2 +$1.56M
3 +$1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$737K
5
PRU icon
Prudential Financial
PRU
+$638K

Sector Composition

1 Consumer Staples 15.24%
2 Financials 11.95%
3 Industrials 10.23%
4 Healthcare 9.8%
5 Technology 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$28.3K 0.01%
180
352
$26.9K 0.01%
500
353
$26.8K 0.01%
605
354
$26.7K 0.01%
310
355
$26.6K 0.01%
400
356
$26.6K 0.01%
320
357
$26.6K 0.01%
1,006
+40
358
$26.5K 0.01%
250
359
$26.5K 0.01%
958
+30
360
$26.5K 0.01%
368
361
$26.4K 0.01%
1,275
362
$25.2K 0.01%
750
363
$24.3K 0.01%
1,300
364
$24.2K 0.01%
590
365
$23.9K 0.01%
400
366
$23.8K 0.01%
590
367
$23.8K 0.01%
500
368
$23.8K 0.01%
590
+35
369
$23.5K 0.01%
485
+9
370
$23.3K 0.01%
+500
371
$23K 0.01%
500
372
$22.9K 0.01%
750
373
$22.6K 0.01%
1,080
374
$22.5K 0.01%
1,592
375
$22.3K 0.01%
+868