PATTEN & PATTEN INC/TN Information

520 LOOKOUT STREET, CHATTANOOGA, Tennessee, 37403, (423) 756-3480

Report Date: 12/31/2013

Position Statistics

Total Positions 264
New Positions 28
Increased Positions 112
Decreased Positions 134
Positions with Activity 246
Sold Out Positions 11
Total Mkt Value (in $ millions) 733

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 8.06%
Capital Goods 8.86%
Conglomerates 0%
Consumer Cyclical 1.86%
Consumer/Non-Cyclical 6.87%
Energy 9.46%
Financial 27.04%
Healthcare 7.72%
Services 9.46%
Technology 13.83%
Transportation 2.95%
Utilities 2.78%

264 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 25,474 -211 (0.82) 47,910
UNITED TECHNOLOGIES CORP COM 21,890 -356 (1.6) 183,657
TRINITY INDS INC COM 19,509 -2,063 (9.56) 267,580
EXXON MOBIL CORP COM 18,061 -4 (0.02) 179,949
ALPS ETF TR ALERIAN MLP 17,620 -19 (0.11) 970,274
GENERAL ELECTRIC CO COM 14,906 496 3.44 560,787
AMERICAN INTL GROUP INC COM NEW 13,384 685 5.40 262,427
WEYERHAEUSER CO COM 12,843 620 5.07 451,441
ANADARKO PETE CORP COM 12,783 214 1.71 129,160
COCA COLA CO COM 12,552 -75 (0.6) 308,331
TRACTOR SUPPLY CO COM 12,280 -633 (4.9) 181,948
QUALCOMM INC COM 11,734 91 .78 145,568
3M CO COM 11,542 -459 (3.82) 83,099
MERCK & CO INC NEW COM 10,966 -537 (4.67) 189,822
AT&T INC COM 10,667 629 6.27 293,948
JOHNSON & JOHNSON COM 10,643 -36 (0.33) 106,235
AMERICAN EXPRESS CO COM 10,422 -400 (3.7) 119,693
CISCO SYS INC COM 10,238 -869 (7.83) 435,294
NOVARTIS A G SPONSORED ADR 10,066 -193 (1.88) 116,288
CHEVRON CORP NEW COM 9,831 24 .25 79,284