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
$1.02B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$499K
3
+$369K
4
BSX icon
Boston Scientific
BSX
+$296K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$282K

Top Sells

1
+$9.72M
2
+$7.03M
3
+$2.47M
4
CHRW icon
C.H. Robinson
CHRW
+$1.65M
5
HUBB icon
Hubbell
HUBB
+$1.5M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.87%
3 Consumer Staples 11.06%
4 Industrials 10.22%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.49%
61,372
+283
52
$4.82M 0.47%
55,122
-9,652
53
$4.52M 0.44%
56,609
+1,160
54
$4.38M 0.43%
15,478
-102
55
$4.29M 0.42%
8,127
-52
56
$4.24M 0.42%
29,800
57
$4.09M 0.4%
45,394
58
$4.05M 0.4%
113,342
+566
59
$3.92M 0.38%
87,345
-675
60
$3.85M 0.38%
35,246
-851
61
$3.85M 0.38%
61,850
+4,520
62
$3.8M 0.37%
32,451
+2,133
63
$3.71M 0.36%
9,480
+33
64
$3.7M 0.36%
17,922
+16
65
$3.65M 0.36%
46,785
+412
66
$3.61M 0.35%
153,781
-2,126
67
$3.48M 0.34%
24,919
+80
68
$3.45M 0.34%
156,671
+1,000
69
$3.16M 0.31%
37,772
70
$3.1M 0.3%
27,314
+133
71
$3.06M 0.3%
20,335
72
$2.96M 0.29%
41,202
-1,619
73
$2.94M 0.29%
35,729
+560
74
$2.77M 0.27%
14,425
+2,600
75
$2.71M 0.27%
30,619
-344
1 2
3
4 5