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
351
$9.49K ﹤0.01%
+128
352
$8.82K ﹤0.01%
+400
353
$8.46K ﹤0.01%
+100
354
$8.22K ﹤0.01%
+80
355
$8K ﹤0.01%
+33
356
$7.94K ﹤0.01%
+19
357
$7.58K ﹤0.01%
+42
358
$7.23K ﹤0.01%
+700
359
$7.02K ﹤0.01%
+46
360
$6.9K ﹤0.01%
+84
361
$6.89K ﹤0.01%
+32
362
$6.54K ﹤0.01%
+150
363
$5.62K ﹤0.01%
+60
364
$5.47K ﹤0.01%
+100
365
$4.87K ﹤0.01%
+150
366
$4.48K ﹤0.01%
+125
367
$3.82K ﹤0.01%
+98
368
$3.7K ﹤0.01%
+20
369
$3.63K ﹤0.01%
+1
370
$3.46K ﹤0.01%
+290
371
$2.96K ﹤0.01%
+59
372
$2.7K ﹤0.01%
+63
373
$2.5K ﹤0.01%
+150
374
$2.44K ﹤0.01%
+23
375
$2.37K ﹤0.01%
+126
13 14
15
16 17