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 06/30/02 to 09/30/16. The fund's latest filing disclosed 512MM in positions, representing 61% of the manager's regulatory AUM.

STEWART & PATTEN StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

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

STEWART & PATTEN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
GE 5.47% Industrials 5.81% -0.1% 0 34%
JNJ 5.42% Health -4.57% -0.03% 0 34%
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FEATURED IN
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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

STEWART & PATTEN Contact Information

Phone Number: 415-421-4932
Fax Number: 415-421-0710
Website:

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