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
$692M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.22M
3
+$916K
4
T icon
AT&T
T
+$775K
5
PFG icon
Principal Financial Group
PFG
+$716K

Top Sells

1
+$421K
2
+$320K
3
+$271K
4
DXC icon
DXC Technology
DXC
+$249K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$244K

Sector Composition

1 Healthcare 19.34%
2 Technology 15.63%
3 Consumer Staples 13.38%
4 Industrials 11.08%
5 Financials 10.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.46M 0.5%
32,817
+50
52
$3.43M 0.5%
51,242
-2,460
53
$3.43M 0.5%
75,890
-439
54
$3.17M 0.46%
25,934
-54
55
$3.11M 0.45%
22,533
-85
56
$3.11M 0.45%
39,000
57
$2.99M 0.43%
34,914
+115
58
$2.95M 0.43%
32,160
+500
59
$2.84M 0.41%
63,691
+1,241
60
$2.65M 0.38%
59,792
+15,998
61
$2.57M 0.37%
92,693
62
$2.52M 0.36%
53,954
63
$2.38M 0.34%
35,555
+854
64
$2.38M 0.34%
64,292
+560
65
$2.37M 0.34%
40,894
+590
66
$2.25M 0.33%
26,580
67
$2.22M 0.32%
32,148
-465
68
$2.18M 0.32%
25,559
69
$1.99M 0.29%
57,742
+1,317
70
$1.96M 0.28%
24,845
+50
71
$1.93M 0.28%
67,686
72
$1.86M 0.27%
42,312
73
$1.85M 0.27%
40,043
+9,710
74
$1.75M 0.25%
16,433
+1,100
75
$1.73M 0.25%
19,729
1 2
3
4 5