PG
Patten Group Portfolio holdings
AUM
$473M
1-Year Return
16.66%
This Quarter Return
+11.59%
1 Year Return
+16.66%
3 Year Return
+66.29%
5 Year Return
+111.01%
10 Year Return
+232.25%
AUM
$406M
AUM Growth
+$37.9M
(+10%)
Cap. Flow
+$4.54M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
28.59%
Holding
246
New
13
Increased
111
Reduced
89
Closed
7
Top Buys
Top Sells
| 1 |
JPMorgan Diversified Return US Equity ETF
JPUS
|
$1.29M |
| 2 |
Apple
AAPL
|
$998K |
| 3 |
NVIDIA
NVDA
|
$482K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$457K |
| 5 |
Ingevity
NGVT
|
$304K |
Sector Composition
| 1 | Technology | 19.77% |
| 2 | Financials | 8.72% |
| 3 | Consumer Staples | 8.3% |
| 4 | Industrials | 8.08% |
| 5 | Healthcare | 7.91% |
