PATTEN & PATTEN INC/TN has disclosed 317 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2024-09-30. The current portfolio value is calculated to be $1.51 Bil. The turnover rate is 6%.
In PATTEN & PATTEN INC/TN's current portfolio as of 2024-09-30, the top 5 holdings are
Apple Inc (AAPL), Microsoft Corp (MSFT), Smurfit WestRock PLC (SW), Progressive Corp (PGR), iShares Global Tech ETF (IXN), not including call and put options.
PATTEN & PATTEN INC/TN did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for PATTEN & PATTEN INC/TN, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for PATTEN & PATTEN INC/TN, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for PATTEN & PATTEN INC/TN.