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 03/31/20. The fund's latest filing disclosed 459MM in positions, representing 54% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/20. The fund's latest filing disclosed 459MM in positions, representing 54% of the manager's regulatory AUM.
STEWART & PATTEN StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
STEWART & PATTEN Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 6.83% | Tech | 35.86% | 0.01% | 0 | 47% | ||
| JNJ | 5.65% | Health | 9.32% | -0.2% | 0 | 34% | ||
|
Unlock Positions and Returns Details |
||||||||
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
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here