PG
Patten Group Portfolio holdings
AUM
$473M
1-Year Return
16.66%
This Quarter Return
+4.36%
1 Year Return
+16.66%
3 Year Return
+66.29%
5 Year Return
+111.01%
10 Year Return
+232.25%
AUM
$206M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.25%
Holding
257
New
257
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Coca-Cola
KO
|
$11.4M |
| 2 |
Kimberly-Clark
KMB
|
$9.74M |
| 3 |
Visa
V
|
$5.87M |
| 4 |
American International
AIG
|
$5.72M |
| 5 |
Apple
AAPL
|
$5.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 14.88% |
| 2 | Financials | 12.78% |
| 3 | Industrials | 11.05% |
| 4 | Healthcare | 8.13% |
| 5 | Technology | 7.74% |
