PAM
Palisade Asset Management Portfolio holdings
AUM
$1.08B
1-Year Est. Return
12.18%
1 Year Est. Return
+12.18%
AUM
$1.08B
AUM Growth
+$70.6M
(+7%)
Holding
701
Top Buys
| 1 | +$3.97M | |
| 2 | +$2.73M | |
| 3 | +$2.42M | |
| 4 |
PepsiCo
PEP
|
+$664K |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$658K |
Top Sells
| 1 | +$3.24M | |
| 2 | +$1.78M | |
| 3 | +$1.71M | |
| 4 |
Microsoft
MSFT
|
+$1.62M |
| 5 |
Oracle
ORCL
|
+$1.6M |
Sector Composition
| 1 | Technology | 27.11% |
| 2 | Healthcare | 16.33% |
| 3 | Industrials | 11.01% |
| 4 | Financials | 10.96% |
| 5 | Consumer Staples | 8.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
Goodyear
GT
$2.4B
| $15 | ﹤0.01% |
+2
|
|