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
$393M
AUM Growth
-$4.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$5.96M
2 +$5.75M
3 +$651K
4
BALL icon
Ball Corp
BALL
+$269K
5
SYY icon
Sysco
SYY
+$265K

Top Sells

1 +$6.16M
2 +$1.21M
3 +$740K
4
MDT icon
Medtronic
MDT
+$662K
5
UNH icon
UnitedHealth
UNH
+$651K

Sector Composition

1 Healthcare 18.42%
2 Materials 14.28%
3 Industrials 13.13%
4 Consumer Staples 12.34%
5 Technology 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,525
127
-2,912
128
-5,400
129
-4,000
130
-2,500