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
76
$2.68M 0.26%
25,714
+993
77
$2.6M 0.25%
9,505
+14
78
$2.5M 0.25%
38,400
-6,000
79
$2.27M 0.22%
2,925
-70
80
$2.27M 0.22%
6,034
-268
81
$2.2M 0.22%
12,252
-2,750
82
$2.2M 0.22%
102,070
83
$2.18M 0.21%
27,976
-1,425
84
$2.15M 0.21%
15,743
-104
85
$2.08M 0.2%
7,665
+107
86
$2.08M 0.2%
18,819
-14,955
87
$2M 0.2%
67,837
88
$1.95M 0.19%
7,213
89
$1.95M 0.19%
1,300
-150
90
$1.92M 0.19%
14,342
-1,508
91
$1.91M 0.19%
16,624
92
$1.87M 0.18%
22,142
+177
93
$1.87M 0.18%
15,363
+75
94
$1.85M 0.18%
5,000
-885
95
$1.75M 0.17%
10,553
+681
96
$1.73M 0.17%
26,735
+565
97
$1.68M 0.16%
3,642
-541
98
$1.59M 0.16%
27,475
99
$1.55M 0.15%
3,260
100
$1.46M 0.14%
3,109
2 3
4
5 6