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
376
$22.3K 0.01%
500
377
$22.1K 0.01%
400
378
$22K 0.01%
560
379
$22K 0.01%
600
-600
380
$21.9K 0.01%
597
381
$21.8K 0.01%
114
382
$21.6K 0.01%
99
383
$21.6K 0.01%
170
384
$20.8K 0.01%
503
385
$20.5K 0.01%
400
386
$20.3K 0.01%
405
387
$20.1K 0.01%
492
388
$19.8K 0.01%
1,377
+129
389
$19.8K 0.01%
850
390
$19.1K 0.01%
300
391
$18.9K 0.01%
100
+50
392
$18.4K 0.01%
262
393
$18.3K 0.01%
765
394
$18K 0.01%
177
+7
395
$18K 0.01%
1,050
396
$18K 0.01%
500
397
$17.9K 0.01%
750
398
$17.8K 0.01%
390
399
$17.8K 0.01%
1,851
400
$17.6K 0.01%
1,348
+52