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
326
$18.1K ﹤0.01%
+300
327
$17.2K ﹤0.01%
+607
328
$16.4K ﹤0.01%
+1,500
329
$16.4K ﹤0.01%
+160
330
$15.7K ﹤0.01%
+193
331
$15.6K ﹤0.01%
+79
332
$14.5K ﹤0.01%
+200
333
$14K ﹤0.01%
+411
334
$13.8K ﹤0.01%
+480
335
$13.4K ﹤0.01%
+70
336
$13K ﹤0.01%
+185
337
$12.9K ﹤0.01%
+110
338
$12.7K ﹤0.01%
+1,800
339
$12.4K ﹤0.01%
+335
340
$12K ﹤0.01%
+25
341
$11.7K ﹤0.01%
+57
342
$11.4K ﹤0.01%
+1,307
343
$11.4K ﹤0.01%
+39
344
$11.2K ﹤0.01%
+66
345
$10.7K ﹤0.01%
+133
346
$10.4K ﹤0.01%
+125
347
$10.3K ﹤0.01%
244
-8,156
348
$10.2K ﹤0.01%
+105
349
$9.72K ﹤0.01%
+50
350
$9.64K ﹤0.01%
+32
12 13
14
15 16