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
$757M
AUM Growth
+$64.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.41M
3
+$1.18M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.11M
5
GIS icon
General Mills
GIS
+$663K

Top Sells

1
+$348K
2
+$312K
3
+$308K
4
MSFT icon
Microsoft
MSFT
+$237K
5
GE icon
GE Aerospace
GE
+$225K

Sector Composition

1 Healthcare 20.49%
2 Technology 16.18%
3 Consumer Staples 13.17%
4 Industrials 11.12%
5 Financials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.62M 0.48%
22,667
+134
52
$3.6M 0.48%
51,274
+74
53
$3.52M 0.46%
75,890
54
$3.5M 0.46%
51,518
+276
55
$3.4M 0.45%
34,530
-384
56
$3.35M 0.44%
25,834
-100
57
$3.3M 0.44%
39,000
58
$3.23M 0.43%
75,228
+15,436
59
$3.18M 0.42%
32,010
-150
60
$3.12M 0.41%
61,196
-3,096
61
$2.72M 0.36%
25,359
-200
62
$2.7M 0.36%
40,984
+90
63
$2.7M 0.36%
61,611
-2,080
64
$2.62M 0.35%
26,460
-120
65
$2.56M 0.34%
92,693
66
$2.56M 0.34%
53,694
-260
67
$2.46M 0.32%
58,749
+1,007
68
$2.43M 0.32%
31,787
-361
69
$2.11M 0.28%
67,356
-330
70
$2.1M 0.28%
34,401
-1,154
71
$1.99M 0.26%
24,795
-50
72
$1.94M 0.26%
16,612
+179
73
$1.93M 0.26%
41,801
-511
74
$1.91M 0.25%
24,683
+657
75
$1.89M 0.25%
19,616
-113
1 2
3
4 5