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
251
$68.3K 0.01%
+3,300
252
$67K 0.01%
+541
253
$66.1K 0.01%
+192
254
$65K 0.01%
+100
255
$63.9K 0.01%
+600
256
$63.9K 0.01%
+286
257
$63.4K 0.01%
+252
258
$61K 0.01%
+3,400
259
$59.3K 0.01%
+304
260
$56.5K 0.01%
+2,775
261
$56.4K 0.01%
+978
262
$56.1K 0.01%
+4,025
263
$55.3K 0.01%
+242
264
$53.5K 0.01%
+92
265
$53.4K 0.01%
+110
266
$53.4K 0.01%
+405
267
$51.4K 0.01%
+222
268
$50.6K ﹤0.01%
+1,130
269
$49.8K ﹤0.01%
+2,375
270
$49.6K ﹤0.01%
+1,127
271
$49.5K ﹤0.01%
+545
272
$49.4K ﹤0.01%
+538
273
$45.7K ﹤0.01%
+400
274
$45.3K ﹤0.01%
+156
275
$44.5K ﹤0.01%
+327
9 10
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