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
$397M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1 +$52.6M
2 +$11.9M
3 +$10.4M
4
XOM icon
Exxon Mobil
XOM
+$9.88M
5
CVX icon
Chevron
CVX
+$9.46M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.17%
2 Industrials 14.22%
3 Materials 14.18%
4 Consumer Staples 12.87%
5 Energy 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$333K 0.08%
+8,800
102
$331K 0.08%
+7,617
103
$318K 0.08%
+8,207
104
$316K 0.08%
+4,094
105
$315K 0.08%
+10,120
106
$300K 0.08%
+11,051
107
$300K 0.08%
+25,500
108
$296K 0.07%
+20,900
109
$292K 0.07%
+5,050
110
$292K 0.07%
+5,000
111
$289K 0.07%
+6,200
112
$280K 0.07%
+13,736
113
$278K 0.07%
+2,912
114
$274K 0.07%
+5,495
115
$244K 0.06%
+5,649
116
$241K 0.06%
+12,480
117
$234K 0.06%
+7,800
118
$229K 0.06%
+10,804
119
$209K 0.05%
+4,000
120
$206K 0.05%
+13,100
121
$203K 0.05%
+5,400
122
$201K 0.05%
+3,525
123
$8K ﹤0.01%
+1,200