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
101
$1.38M 0.16%
19,803
+212
102
$1.31M 0.15%
9,430
+1,245
103
$1.31M 0.15%
13,567
104
$1.29M 0.15%
19,635
-167
105
$1.29M 0.15%
4,707
106
$1.27M 0.15%
9,894
107
$1.26M 0.14%
12,628
+478
108
$1.2M 0.14%
24,914
+98
109
$1.16M 0.13%
34,510
110
$1.15M 0.13%
3,829
-200
111
$1.14M 0.13%
24,642
-639
112
$1.1M 0.13%
14,350
113
$1.03M 0.12%
3,223
+1,450
114
$1.01M 0.12%
3,300
115
$941K 0.11%
11,110
+874
116
$910K 0.1%
10,001
117
$869K 0.1%
8,590
-66
118
$835K 0.1%
2,365
119
$810K 0.09%
3,867
+1,533
120
$809K 0.09%
79,849
-5,933
121
$764K 0.09%
7,685
122
$764K 0.09%
6,565
-40
123
$761K 0.09%
2,080
+580
124
$758K 0.09%
5,303
125
$739K 0.08%
4,452
-20