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
$631M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.36M
3 +$1.16M
4
APH icon
Amphenol
APH
+$1.13M
5
SYK icon
Stryker
SYK
+$1.07M

Top Sells

1 +$6.07M
2 +$5.77M
3 +$5.41M
4
ABT icon
Abbott
ABT
+$5.31M
5
PG icon
Procter & Gamble
PG
+$5.26M

Sector Composition

1 Healthcare 20.86%
2 Technology 16.04%
3 Consumer Staples 12.8%
4 Industrials 10.75%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$8.52M 1.35%
43,143
+5,409
27
$8.49M 1.34%
175,638
-70,040
28
$8.17M 1.29%
100,429
-58,245
29
$8.03M 1.27%
149,504
-6,650
30
$7.88M 1.25%
118,074
-66,470
31
$7.7M 1.22%
101,909
-48,515
32
$7.56M 1.2%
127,788
+390
33
$7.35M 1.16%
45,983
-24,855
34
$7.21M 1.14%
47,080
-5,273
35
$7.11M 1.13%
34,454
-18,695
36
$7.04M 1.12%
96,525
-49,625
37
$6.73M 1.07%
19,493
-538
38
$6.53M 1.03%
38,565
-17,395
39
$6.34M 1%
92,501
-54,525
40
$5.95M 0.94%
33,695
+5,020
41
$5.91M 0.94%
249,645
-1,988
42
$5.86M 0.93%
93,647
-60,772
43
$5.84M 0.93%
72,514
-497
44
$5.34M 0.85%
95,076
-1,832
45
$5.15M 0.82%
96,854
-4,954
46
$4.96M 0.79%
99,108
+9,198
47
$4.74M 0.75%
94,386
-72,321
48
$4.48M 0.71%
28,048
+592
49
$4.27M 0.68%
55,660
50
$4.17M 0.66%
47,963
+420