PATTEN & PATTEN INC Overview

Patten & Patten Inc is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 16 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 775MM in positions, representing 67% of the manager's regulatory AUM.

PATTEN & PATTEN INC StockAlpha

-1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PATTEN & PATTEN INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
WRK 8.8% Materials 6.07% 0.15% 1 8%
AAPL 5.06% Tech -2.29% 0.01% 0 42%
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PATTEN & PATTEN INC Founders and Key Employees

Name Title In Position Since
Worcester A. Patten Chairman April-1976
Frank M. Robbins Senior Vice-President, Secretary February-1980
James C. Crumbliss Vice President/Treasurer/Chief Compliance Officer December-2009
Raymond V. Ryan President February-2005

PATTEN & PATTEN INC Brokers, Custodians, Auditors and Administrators

Type Company
Auditor Pro
Custodian Pro
Custodian Pro

PATTEN & PATTEN INC Investment Strategy

PATTEN & PATTEN INC Portfolio Concentration

PATTEN & PATTEN INC Location

520 LOOKOUT STREET
CHATTANOOGA, Tennessee
UNITED STATES, 37403-1713

PATTEN & PATTEN INC Contact Information

Phone Number: 423.756.3480
Fax Number: 423.267.0009
Website:

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