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
$252M
AUM Growth
+$5.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
671
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$797K
3 +$595K
4
DLPH
Delphi Technologies PLC Ordinary Shares
DLPH
+$347K
5
NWL icon
Newell Brands
NWL
+$210K

Top Sells

1 +$1.03M
2 +$707K
3 +$588K
4
AAPL icon
Apple
AAPL
+$528K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$497K

Sector Composition

1 Financials 11.98%
2 Consumer Staples 10.95%
3 Industrials 10.27%
4 Technology 9.35%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-330
627
$0 ﹤0.01%
+2,765