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
76
$2.15M 0.29%
200,206
-106
77
$2.11M 0.29%
48,290
-510
78
$2.05M 0.28%
6,236
-136
79
$1.78M 0.24%
15,850
80
$1.72M 0.24%
23,929
+700
81
$1.68M 0.23%
22,099
82
$1.65M 0.23%
1,525
83
$1.63M 0.22%
43,810
+6,525
84
$1.59M 0.22%
9,707
+100
85
$1.57M 0.21%
46,800
86
$1.54M 0.21%
5,885
87
$1.5M 0.21%
15,000
88
$1.49M 0.2%
15,952
89
$1.49M 0.2%
20,938
+11
90
$1.46M 0.2%
9,835
+978
91
$1.45M 0.2%
25,840
-1,569
92
$1.42M 0.19%
6,745
93
$1.38M 0.19%
7,355
94
$1.36M 0.19%
41,040
95
$1.33M 0.18%
12,662
-590
96
$1.26M 0.17%
12,328
-300
97
$1.24M 0.17%
65,652
98
$1.24M 0.17%
28,165
+2,765
99
$1.22M 0.17%
9,475
100
$1.21M 0.17%
85,718
2 3
4
5 6