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
$873M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$10.4M
3
+$4.5M
4
NVT icon
nVent Electric
NVT
+$4.08M
5
TGT icon
Target
TGT
+$2.75M

Top Sells

1
+$1.47M
2
+$1.25M
3
+$1.24M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.16M
5
AMT icon
American Tower
AMT
+$1.05M

Sector Composition

1 Healthcare 19.69%
2 Technology 18.12%
3 Consumer Staples 13.56%
4 Industrials 11.95%
5 Financials 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.52M 0.29%
29,616
+522
77
$2.5M 0.29%
48,715
+425
78
$2.39M 0.27%
38,693
+17,075
79
$2.38M 0.27%
199,802
-404
80
$2.33M 0.27%
9,740
+33
81
$2.3M 0.26%
71,405
-3,606
82
$2.2M 0.25%
6,256
+20
83
$2.2M 0.25%
45,390
+17,225
84
$2.15M 0.25%
25,800
+1,871
85
$2.1M 0.24%
1,450
-75
86
$2.05M 0.23%
21,639
+9,996
87
$2M 0.23%
22,094
-5
88
$1.98M 0.23%
44,070
+260
89
$1.92M 0.22%
31,301
-724
90
$1.83M 0.21%
15,850
91
$1.81M 0.21%
15,000
92
$1.79M 0.2%
+48,355
93
$1.69M 0.19%
44,400
-2,400
94
$1.68M 0.19%
+21,615
95
$1.65M 0.19%
9,524
-311
96
$1.56M 0.18%
23,744
-2,096
97
$1.55M 0.18%
15,382
-570
98
$1.55M 0.18%
+33,222
99
$1.51M 0.17%
5,885
100
$1.51M 0.17%
20,965
+27
2 3
4
5 6