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
$894M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$833K
2
+$706K
3
+$370K
4
FDX icon
FedEx
FDX
+$361K
5
CVX icon
Chevron
CVX
+$349K

Top Sells

1
+$1.76M
2
+$1.4M
3
+$723K
4
LIN icon
Linde
LIN
+$510K
5
FAST icon
Fastenal
FAST
+$474K

Sector Composition

1 Technology 21.93%
2 Healthcare 18.17%
3 Consumer Staples 13.9%
4 Industrials 11.92%
5 Consumer Discretionary 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.62M 0.63%
69,708
-75
52
$5.43M 0.61%
104,085
-5,295
53
$5.26M 0.59%
36,839
-585
54
$5.03M 0.56%
46,757
55
$4.82M 0.54%
259,335
-7,103
56
$4.46M 0.5%
21,415
+237
57
$4.45M 0.5%
28,421
-152
58
$4.08M 0.46%
29,090
-2,200
59
$4.07M 0.45%
66,439
-28,828
60
$3.99M 0.45%
18,635
-1,463
61
$3.95M 0.44%
42,460
-2,260
62
$3.71M 0.42%
38,455
+965
63
$3.62M 0.41%
6,085
64
$3.44M 0.39%
107,490
-14,800
65
$3.42M 0.38%
33,018
+133
66
$3.28M 0.37%
47,799
67
$3.2M 0.36%
7,336
-30
68
$3.19M 0.36%
66,237
+384
69
$3.13M 0.35%
75,967
+9,000
70
$3.03M 0.34%
26,507
71
$2.84M 0.32%
28,956
+114
72
$2.79M 0.31%
47,062
-347
73
$2.73M 0.31%
1,610
74
$2.59M 0.29%
43,860
-1,950
75
$2.49M 0.28%
36,823
1 2
3
4 5