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
$820M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.25M
3
+$971K
4
IBM icon
IBM
IBM
+$670K
5
BDX icon
Becton Dickinson
BDX
+$577K

Top Sells

1
+$35.2M
2
+$967K
3
+$367K
4
MSFT icon
Microsoft
MSFT
+$366K
5
WFC icon
Wells Fargo
WFC
+$321K

Sector Composition

1 Technology 20.83%
2 Healthcare 17.91%
3 Consumer Staples 13.93%
4 Industrials 12.42%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.22M 0.27%
1,610
77
$2.21M 0.27%
36,823
-350
78
$2.03M 0.25%
25,977
-28
79
$2.02M 0.25%
174,439
-212
80
$1.97M 0.24%
45,810
+730
81
$1.89M 0.23%
16,800
82
$1.84M 0.22%
6,704
83
$1.81M 0.22%
22,193
84
$1.81M 0.22%
9,437
+72
85
$1.76M 0.21%
48,000
86
$1.73M 0.21%
15,952
87
$1.72M 0.21%
22,837
+839
88
$1.7M 0.21%
13,302
-274
89
$1.69M 0.21%
23,229
90
$1.62M 0.2%
64,680
91
$1.59M 0.19%
82,274
92
$1.56M 0.19%
38,410
93
$1.55M 0.19%
7,652
-25
94
$1.54M 0.19%
33,146
-6,914
95
$1.49M 0.18%
6,809
+2,608
96
$1.48M 0.18%
8,832
97
$1.44M 0.18%
13,567
98
$1.42M 0.17%
8,560
+785
99
$1.35M 0.16%
19,802
-104
100
$1.35M 0.16%
11,455
2 3
4
5 6