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
51
$2.49M 0.48%
78,162
+3,070
52
$2.48M 0.48%
45,934
+7,000
53
$2.37M 0.46%
84,675
+14,400
54
$2.27M 0.44%
45,544
+4,906
55
$2.17M 0.42%
20,305
+839
56
$2.15M 0.42%
44,400
+5,100
57
$1.94M 0.38%
41,812
+1,950
58
$1.9M 0.37%
34,883
+6,367
59
$1.84M 0.36%
24,824
+4,000
60
$1.84M 0.36%
24,949
+2,010
61
$1.83M 0.35%
29,776
62
$1.71M 0.33%
72,532
+6,800
63
$1.67M 0.32%
16,760
+2,650
64
$1.61M 0.31%
21,400
65
$1.58M 0.31%
21,959
+830
66
$1.58M 0.31%
27,280
67
$1.57M 0.3%
38,403
+6,856
68
$1.56M 0.3%
68,406
+6,000
69
$1.49M 0.29%
52,857
+316
70
$1.37M 0.27%
65,693
71
$1.24M 0.24%
10,084
+2,000
72
$1.22M 0.24%
33,619
-2,300
73
$1.22M 0.24%
30,312
+3,990
74
$1.17M 0.23%
95,072
+600
75
$1.15M 0.22%
32,090
+3,200
1 2
3
4 5