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
$872M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.95M
3
+$1.73M
4
MMM icon
3M
MMM
+$1.35M
5
INTC icon
Intel
INTC
+$1.1M

Top Sells

1
+$2.44M
2
+$1.97M
3
+$1.4M
4
AAPL icon
Apple
AAPL
+$463K
5
XOM icon
Exxon Mobil
XOM
+$360K

Sector Composition

1 Technology 21.09%
2 Healthcare 18.44%
3 Consumer Staples 13.98%
4 Industrials 12.5%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.19M 0.6%
28,425
+4
52
$5.18M 0.59%
48,137
+1,380
53
$5.13M 0.59%
62,082
-4,357
54
$4.84M 0.56%
69,460
-248
55
$4.77M 0.55%
267,128
+7,793
56
$4.73M 0.54%
38,369
+1,530
57
$4.58M 0.53%
102,285
-1,800
58
$4.38M 0.5%
44,641
+2,181
59
$4.29M 0.49%
20,023
+1,388
60
$4.15M 0.48%
21,315
-100
61
$4.13M 0.47%
37,176
+4,158
62
$3.93M 0.45%
31,210
+2,120
63
$3.91M 0.45%
+15,576
64
$3.8M 0.44%
38,055
-400
65
$3.53M 0.41%
118,894
+11,404
66
$3.46M 0.4%
47,649
-150
67
$3.31M 0.38%
36,623
-200
68
$3.23M 0.37%
65,073
-1,164
69
$2.99M 0.34%
7,209
-127
70
$2.9M 0.33%
46,757
-305
71
$2.87M 0.33%
93,503
+8,000
72
$2.72M 0.31%
32,025
+2,500
73
$2.6M 0.3%
74,767
-1,200
74
$2.53M 0.29%
28,956
75
$2.52M 0.29%
6,085
1 2
3
4 5