STEWART & PATTEN Overview
Stewart & Patten Company Llc is an investment advisor that manages 844.5 MM dollars in regulatory AUM and has 6 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 612MM in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/21. The fund's latest filing disclosed 612MM in positions, representing 72% of the manager's regulatory AUM.
STEWART & PATTEN StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STEWART & PATTEN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.14% | Tech | 19.44% | 0.44% | 0 | 45% | ||
| JPM | 5.75% | Financials | 2.55% | -0.29% | 0 | 32% | ||
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FEATURED IN
STEWART & PATTEN Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ronald S. Patten | Member, Principal | January-1966 |
| Robert M. Gentry | Member, Principal, Cfa | January-2002 |
| Lori E. Sherman | Member,Principal, Cfp, Chief Compliance Officer | January-2003 |
STEWART & PATTEN Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STEWART & PATTEN Investment Strategy
STEWART & PATTEN Portfolio Concentration
STEWART & PATTEN Location
1 POST STREET, SUITE 850
SAN FRANCISCO, California
UNITED STATES, 94104
SAN FRANCISCO, California
UNITED STATES, 94104
STEWART & PATTEN Contact Information
Phone Number: 415-421-4932
Fax Number: 415-421-0710
Website: http://www.stewartandpatten.com
Fax Number: 415-421-0710
Website: http://www.stewartandpatten.com
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