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
$1.02B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$499K
3
+$369K
4
BSX icon
Boston Scientific
BSX
+$296K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$282K

Top Sells

1
+$9.72M
2
+$7.03M
3
+$2.47M
4
CHRW icon
C.H. Robinson
CHRW
+$1.65M
5
HUBB icon
Hubbell
HUBB
+$1.5M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.87%
3 Consumer Staples 11.06%
4 Industrials 10.22%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.7M 1.24%
13,367
+34
27
$12.6M 1.24%
276,180
-3,626
28
$12.6M 1.23%
107,018
-1,519
29
$12.6M 1.23%
121,074
-2,003
30
$12.6M 1.23%
45,662
-139
31
$12.4M 1.21%
35,092
+189
32
$12M 1.17%
58,005
+326
33
$11.7M 1.15%
172,756
-893
34
$11.4M 1.11%
47,770
-479
35
$11.2M 1.1%
46,590
-388
36
$11.1M 1.08%
190,085
-2,880
37
$11M 1.07%
87,999
-4,645
38
$9.94M 0.97%
42,735
-518
39
$8.62M 0.84%
77,074
-1,295
40
$8.58M 0.84%
70,801
-151
41
$7.55M 0.74%
34,180
-88
42
$6.99M 0.68%
59,601
-216
43
$6.98M 0.68%
94,510
+512
44
$6.59M 0.65%
11,572
+110
45
$6.49M 0.64%
88,064
-3,186
46
$6.26M 0.61%
26,725
+91
47
$5.72M 0.56%
180,301
-7,338
48
$5.7M 0.56%
87,246
-1,300
49
$5.58M 0.55%
20,059
-955
50
$5.07M 0.5%
56,340
+1,076
1
2
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