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
$487M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$7.69M
2 +$685K
3 +$527K
4
QCOM icon
Qualcomm
QCOM
+$390K
5
LLL
L3 Technologies, Inc.
LLL
+$381K

Top Sells

1 +$1.44M
2 +$959K
3 +$889K
4
CVX icon
Chevron
CVX
+$514K
5
HD icon
Home Depot
HD
+$472K

Sector Composition

1 Healthcare 15.84%
2 Technology 14.38%
3 Materials 13.78%
4 Industrials 13.36%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$200K 0.04%
13,650
127
-463
128
-7,700
129
-2,400
130
-20,000