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
$516M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$857K
2
+$612K
3
+$529K
4
MMM icon
3M
MMM
+$516K
5
SYK icon
Stryker
SYK
+$498K

Top Sells

1
+$482K
2
+$206K
3
+$83.5K
4
HD icon
Home Depot
HD
+$83.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71K

Sector Composition

1 Healthcare 16.33%
2 Materials 16.03%
3 Technology 14.74%
4 Industrials 12.7%
5 Consumer Staples 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.62M 1.48%
58,006
+283
27
$7.24M 1.4%
102,456
+1,883
28
$6.89M 1.34%
58,189
-150
29
$6.63M 1.28%
51,476
+3,765
30
$6.43M 1.25%
111,700
+6,495
31
$6.05M 1.17%
78,639
-500
32
$5.82M 1.13%
70,772
+5,055
33
$5.73M 1.11%
139,399
+120
34
$5.54M 1.07%
137,189
-1,100
35
$5.23M 1.01%
108,007
+7,137
36
$5.16M 1%
34,413
+2,715
37
$4.34M 0.84%
78,880
+7,995
38
$4.07M 0.79%
30,220
+1,675
39
$4.06M 0.79%
100,078
+15,080
40
$3.95M 0.77%
100,900
-800
41
$3.88M 0.75%
36,179
+4,645
42
$3.65M 0.71%
112,742
+8,920
43
$3.33M 0.65%
58,364
+1,375
44
$3.29M 0.64%
43,846
+3,550
45
$3.14M 0.61%
64,277
+300
46
$3.13M 0.61%
28,054
+1,760
47
$2.75M 0.53%
92,879
+10,533
48
$2.62M 0.51%
62,699
49
$2.58M 0.5%
22,108
+3,799
50
$2.55M 0.49%
40,254
+6,495
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