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
101
$1.45M 0.14%
50,235
+1,295
102
$1.4M 0.14%
23,512
-860
103
$1.4M 0.14%
8,346
+400
104
$1.39M 0.14%
9,815
-230
105
$1.34M 0.13%
13,717
-99,376
106
$1.32M 0.13%
12,542
-180
107
$1.3M 0.13%
7,950
-5
108
$1.28M 0.13%
5,199
+75
109
$1.21M 0.12%
15,560
+104
110
$1.19M 0.12%
11,244
111
$1.17M 0.11%
31,790
112
$1.16M 0.11%
13,234
+1
113
$1.12M 0.11%
21,190
+124
114
$1.11M 0.11%
5,581
+700
115
$1.1M 0.11%
18,505
-500
116
$1.08M 0.11%
16,637
+2
117
$1.07M 0.1%
2,325
+400
118
$1.04M 0.1%
20,035
+1,926
119
$1.02M 0.1%
3,887
+20
120
$1.01M 0.1%
9,137
-100
121
$952K 0.09%
1,507
122
$951K 0.09%
19,878
-500
123
$922K 0.09%
16,313
-500
124
$905K 0.09%
27,834
-670
125
$876K 0.09%
+35,813
3 4
5
6 7