PAM
Palisade Asset Management Portfolio holdings
AUM
$1.03B
1-Year Est. Return
16.42%
This Fund
S&P 500
1 Year Est. Return
+16.42%
AUM
$1.03B
AUM Growth
-$49.9M
(-4.6%)
Holding
701
Top Buys
| 1 | +$884K | |
| 2 | +$735K | |
| 3 | +$734K | |
| 4 |
NextEra Energy
NEE
|
+$350K |
| 5 |
Philip Morris
PM
|
+$223K |
Top Sells
| 1 | +$3.98M | |
| 2 | +$2.62M | |
| 3 | +$2.43M | |
| 4 |
Microsoft
MSFT
|
+$1.96M |
| 5 |
Becton Dickinson
BDX
|
+$1.95M |
Sector Composition
| 1 | Technology | 26.28% |
| 2 | Healthcare | 16.99% |
| 3 | Industrials | 11.44% |
| 4 | Financials | 11.34% |
| 5 | Consumer Staples | 8.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
D.R. Horton
DHI
$42.3B
| – | – |
-102
|
|