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
426
$11.3K 0.01%
+444
427
$11.3K 0.01%
544
+4
428
$10.8K 0.01%
654
429
$10.7K 0.01%
103
430
$10.6K 0.01%
250
431
$10.5K 0.01%
375
432
$10.4K ﹤0.01%
200
433
$10K ﹤0.01%
519
434
$9.88K ﹤0.01%
100
435
$9.88K ﹤0.01%
325
436
$9.79K ﹤0.01%
700
437
$9.75K ﹤0.01%
200
438
$9.74K ﹤0.01%
200
439
$9.71K ﹤0.01%
700
440
$9.53K ﹤0.01%
112
441
$9.27K ﹤0.01%
200
442
$9.26K ﹤0.01%
273
443
$9.25K ﹤0.01%
75
444
$9.2K ﹤0.01%
65
445
$9.14K ﹤0.01%
225
446
$9.11K ﹤0.01%
402
447
$9K ﹤0.01%
3,000
448
$8.86K ﹤0.01%
+200
449
$8.85K ﹤0.01%
100
450
$8.84K ﹤0.01%
150