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
376
$2.33K ﹤0.01%
+20
377
$2.27K ﹤0.01%
+100
378
$2.15K ﹤0.01%
+86
379
$2.13K ﹤0.01%
+31
380
$2.07K ﹤0.01%
+180
381
$1.93K ﹤0.01%
+500
382
$1.77K ﹤0.01%
+28
383
$1.7K ﹤0.01%
+60
384
$1.7K ﹤0.01%
+46
385
$1.58K ﹤0.01%
+12
386
$1.49K ﹤0.01%
+25
387
$1.45K ﹤0.01%
+10
388
$1.29K ﹤0.01%
+56
389
$1.2K ﹤0.01%
+9
390
$1.16K ﹤0.01%
+400
391
$1.16K ﹤0.01%
+70
392
$1.08K ﹤0.01%
+33
393
$1.02K ﹤0.01%
+6
394
$997 ﹤0.01%
+47
395
$776 ﹤0.01%
+15
396
$595 ﹤0.01%
+4
397
$542 ﹤0.01%
+8
398
$436 ﹤0.01%
+20
399
$415 ﹤0.01%
+186
400
$342 ﹤0.01%
+13
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