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
$682M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$557K
3
+$536K
4
MMM icon
3M
MMM
+$459K
5
CVX icon
Chevron
CVX
+$456K

Top Sells

1
+$817K
2
+$473K
3
+$381K
4
IBM icon
IBM
IBM
+$373K
5
UNH icon
UnitedHealth
UNH
+$341K

Sector Composition

1 Healthcare 21.34%
2 Technology 15.11%
3 Consumer Staples 14.04%
4 Industrials 10.5%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.53%
27,456
-1,000
52
$3.2M 0.47%
76,420
+530
53
$3.16M 0.46%
34,710
+180
54
$3.11M 0.46%
25,974
+140
55
$3.06M 0.45%
31,860
-150
56
$3.03M 0.45%
51,615
+97
57
$2.95M 0.43%
75,653
+425
58
$2.94M 0.43%
25,359
59
$2.89M 0.42%
39,000
60
$2.87M 0.42%
21,725
-942
61
$2.85M 0.42%
40,914
-70
62
$2.63M 0.39%
93,263
+570
63
$2.43M 0.36%
58,723
-26
64
$2.22M 0.33%
62,011
+400
65
$2.2M 0.32%
26,410
-50
66
$2.17M 0.32%
60,096
-1,100
67
$2.17M 0.32%
49,294
+8,161
68
$2.07M 0.3%
66,591
-765
69
$1.97M 0.29%
41,625
-176
70
$1.96M 0.29%
+82,286
71
$1.9M 0.28%
24,683
72
$1.88M 0.28%
31,422
-365
73
$1.79M 0.26%
19,616
74
$1.76M 0.26%
38,253
75
$1.71M 0.25%
24,795
1 2
3
4 5