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
$631M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.36M
3 +$1.16M
4
APH icon
Amphenol
APH
+$1.13M
5
SYK icon
Stryker
SYK
+$1.07M

Top Sells

1 +$6.07M
2 +$5.77M
3 +$5.41M
4
ABT icon
Abbott
ABT
+$5.31M
5
PG icon
Procter & Gamble
PG
+$5.26M

Sector Composition

1 Healthcare 20.86%
2 Technology 16.04%
3 Consumer Staples 12.8%
4 Industrials 10.75%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.08M 0.65%
32,954
-64
52
$4.02M 0.64%
77,653
+2,000
53
$3.71M 0.59%
75,020
-1,400
54
$3.57M 0.57%
31,860
55
$3.42M 0.54%
26,359
+1,000
56
$3.39M 0.54%
24,746
-1,228
57
$3.35M 0.53%
51,615
58
$3.29M 0.52%
20,730
-995
59
$3.28M 0.52%
39,000
60
$3.14M 0.5%
26,851
+7,235
61
$3.12M 0.49%
34,230
-480
62
$3.1M 0.49%
62,396
+2,300
63
$2.86M 0.45%
37,970
-2,944
64
$2.8M 0.44%
91,306
-1,957
65
$2.62M 0.41%
61,951
-60
66
$2.55M 0.4%
49,294
67
$2.48M 0.39%
96,324
+14,038
68
$2.44M 0.39%
26,250
-160
69
$2.38M 0.38%
59,135
+412
70
$2.16M 0.34%
66,516
-75
71
$2.16M 0.34%
31,542
+120
72
$2.13M 0.34%
24,683
73
$2.09M 0.33%
37,653
-600
74
$1.93M 0.31%
120,152
75
$1.92M 0.3%
24,795