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
$729M
AUM Growth
-$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$901K
3
+$554K
4
ECL icon
Ecolab
ECL
+$533K
5
JPM icon
JPMorgan Chase
JPM
+$529K

Top Sells

1
+$806K
2
+$687K
3
+$534K
4
ADM icon
Archer Daniels Midland
ADM
+$361K
5
RTX icon
RTX Corp
RTX
+$349K

Sector Composition

1 Technology 20.01%
2 Healthcare 19.2%
3 Consumer Staples 14.2%
4 Industrials 11.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.65M 0.64%
48,297
+160
52
$4.62M 0.63%
30,910
-300
53
$4.36M 0.6%
38,701
+232
54
$4.33M 0.59%
28,266
+31
55
$4.04M 0.55%
67,475
-1,575
56
$4.03M 0.55%
56,784
-80
57
$3.5M 0.48%
20,984
-308
58
$3.39M 0.47%
40,832
+500
59
$3.24M 0.44%
47,649
60
$3.23M 0.44%
20,011
-12
61
$3.08M 0.42%
38,108
+306
62
$3.07M 0.42%
97,765
-3,120
63
$2.99M 0.41%
40,832
-3,644
64
$2.97M 0.41%
193,416
-4,924
65
$2.87M 0.39%
66,294
+339
66
$2.81M 0.38%
39,367
+882
67
$2.77M 0.38%
120,254
+1,360
68
$2.6M 0.36%
46,497
+1
69
$2.6M 0.36%
92,303
70
$2.58M 0.35%
32,133
-4,490
71
$2.49M 0.34%
75,011
+206
72
$2.3M 0.32%
29,094
+162
73
$2.27M 0.31%
26,327
+395
74
$2.21M 0.3%
32,025
75
$2.16M 0.3%
25,667
-32
1 2
3
4 5