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
$627M
AUM Growth
+$78.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$5.11M
3
+$4.8M
4
BLK icon
Blackrock
BLK
+$4.71M
5
UNH icon
UnitedHealth
UNH
+$3.43M

Top Sells

1
+$6.03M
2
+$4.95M
3
+$3.28M
4
WBA
Walgreens Boots Alliance
WBA
+$3.19M
5
TGT icon
Target
TGT
+$1.9M

Sector Composition

1 Technology 20.32%
2 Healthcare 19.46%
3 Consumer Staples 14.57%
4 Industrials 11.41%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.61M 0.74%
32,623
-25
52
$4.24M 0.68%
27,013
53
$4.11M 0.66%
25,039
-625
54
$3.86M 0.62%
58,436
-160
55
$3.82M 0.61%
39,000
56
$3.68M 0.59%
46,581
-545
57
$3.38M 0.54%
70,335
-1,620
58
$3.25M 0.52%
36,220
+42
59
$3.09M 0.49%
21,355
+50
60
$3.06M 0.49%
33,357
+17
61
$2.98M 0.48%
26,171
+1,115
62
$2.8M 0.45%
45,073
+710
63
$2.73M 0.44%
31,410
64
$2.65M 0.42%
123,674
-74
65
$2.6M 0.42%
65,238
-315
66
$2.51M 0.4%
48,399
+155
67
$2.31M 0.37%
20,741
-1,071
68
$2.24M 0.36%
63,854
-224
69
$2.21M 0.35%
25,895
+48
70
$2.13M 0.34%
7,528
+101
71
$2.12M 0.34%
68,438
+3,030
72
$2.05M 0.33%
45,971
+6,379
73
$1.97M 0.31%
22,580
-50
74
$1.86M 0.3%
181,846
-4,080
75
$1.85M 0.29%
99,048
1 2
3
4 5