Patten & Patten Inc Portfolio Holdings
Patten & Patten Inc
- $1.39 Billion
- Q1 2024
Patten & Patten Inc has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.39 Billion distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $134M, Microsoft Corp with a value of $68.2M, West Rock CO with a value of $39.1M, Abb Vie Inc. with a value of $35M, and Ishares Global Information Tec with a value of $34.5M.
Examining the 13F form we can see an increase of $180M in the current position value, from $1.21B to 1.39B.
Below you can find more details about Patten & Patten Inc portfolio as well as his latest detailed transactions.
Portfolio value
$1.39 Billion
Technology: $293 Million
ETFs: $214 Million
Healthcare: $169 Million
Consumer Cyclical: $152 Million
Financial Services: $142 Million
Industrials: $142 Million
Consumer Defensive: $82.5 Million
Communication Services: $61.4 Million
Other: $130 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 308
- Current Value $1.39 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q1 2024
- Filing Date May 10, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 78 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 83 stocks