PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
+7.95%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$1.03B
AUM Growth
+$114M
(+13%)
Cap. Flow
+$52.3M
Cap. Flow
% of AUM
5.1%
Top 10 Holdings %
Top 10 Hldgs %
30.76%
Holding
415
New
217
Increased
58
Reduced
79
Closed
8
Top Buys
| 1 |
Pentair
PNR
|
$8.54M |
| 2 |
nVent Electric
NVT
|
$7.54M |
| 3 |
AbbVie
ABBV
|
$7.02M |
| 4 |
UnitedHealth
UNH
|
$5.57M |
| 5 |
Abbott
ABT
|
$4.42M |
Top Sells
| 1 |
Baxter International
BAX
|
$1.29M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$1.27M |
| 3 |
Schwab International Equity ETF
SCHF
|
$656K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$585K |
| 5 |
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% |
