PAM

Palisade Asset Management Portfolio holdings

AUM $1.01B
1-Year Est. Return 14.89%
This Quarter Est. Return
1 Year Est. Return
+14.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.54M
3
+$7.02M
4
UNH icon
UnitedHealth
UNH
+$5.57M
5
ABT icon
Abbott
ABT
+$4.42M

Top Sells

1
+$1.29M
2
+$1.27M
3
+$656K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$585K
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$574K

Sector Composition

1 Technology 22.58%
2 Healthcare 18.72%
3 Industrials 11.96%
4 Consumer Staples 11.49%
5 Financials 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$112K 0.01%
+200
227
$112K 0.01%
174
-392
228
$111K 0.01%
+1,222
229
$109K 0.01%
+1,000
230
$104K 0.01%
+1,158
231
$104K 0.01%
+2,105
232
$102K 0.01%
+5,759
233
$101K 0.01%
+1,300
234
$100K 0.01%
+996
235
$98.5K 0.01%
+840
236
$96K 0.01%
+461
237
$95K 0.01%
+214
238
$93.6K 0.01%
+1,610
239
$91.7K 0.01%
+1,500
240
$88.8K 0.01%
+1,178
241
$86.9K 0.01%
+750
242
$86.2K 0.01%
+2,240
243
$80.9K 0.01%
+2,102
244
$78K 0.01%
+2,069
245
$77.3K 0.01%
+1,600
246
$74.4K 0.01%
+500
247
$73.9K 0.01%
+600
248
$73.3K 0.01%
+1,337
249
$73.2K 0.01%
+792
250
$73K 0.01%
+1,675
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