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PP

Patten & Patten Portfolio holdings

AUM $1.66B
1-Year Est. Return 18.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$11M
3
+$9.59M
4
NWL icon
Newell Brands
NWL
+$6.31M
5
T icon
AT&T
T
+$4.47M

Top Sells

1
+$17.5M
2
+$5.79M
3
+$5.23M
4
RTX icon
RTX Corp
RTX
+$4.85M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$4.78M

Sector Composition

1 Industrials 13.35%
2 Consumer Discretionary 13.14%
3 Technology 11.69%
4 Healthcare 11.26%
5 Financials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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207
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