PG

Patten Group Portfolio holdings

AUM $541M
1-Year Est. Return 20.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
642
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$908K
3 +$631K
4
SBUX icon
Starbucks
SBUX
+$372K
5
KHC icon
Kraft Heinz
KHC
+$319K

Sector Composition

1 Consumer Staples 15.24%
2 Financials 12.44%
3 Industrials 10.18%
4 Healthcare 8.82%
5 Technology 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
-6