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
76
$2.46M 0.28%
47,460
+3,600
77
$2.33M 0.27%
25,731
-776
78
$2.29M 0.26%
16,800
79
$2.21M 0.25%
1,610
80
$2.14M 0.25%
26,032
+2,900
81
$2.12M 0.24%
9,523
-309
82
$2.02M 0.23%
27,419
-210
83
$2M 0.23%
8,624
+420
84
$1.96M 0.22%
23,229
85
$1.96M 0.22%
172,531
-1,908
86
$1.94M 0.22%
22,099
+800
87
$1.87M 0.21%
6,745
88
$1.81M 0.21%
48,000
89
$1.74M 0.2%
37,285
-1,125
90
$1.71M 0.2%
13,712
+1,039
91
$1.63M 0.19%
8,723
-160
92
$1.62M 0.19%
15,952
93
$1.57M 0.18%
85,718
+3,444
94
$1.55M 0.18%
65,652
+972
95
$1.54M 0.18%
21,065
+4,450
96
$1.51M 0.17%
15,000
97
$1.5M 0.17%
7,405
-275
98
$1.49M 0.17%
30,701
-200
99
$1.43M 0.16%
26,550
+3,025
100
$1.4M 0.16%
41,040
2 3
4
5 6