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
$516M
AUM Growth
+$49.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$857K
2 +$612K
3 +$529K
4
MMM icon
3M
MMM
+$516K
5
SYK icon
Stryker
SYK
+$498K

Top Sells

1 +$482K
2 +$206K
3 +$83.5K
4
HD icon
Home Depot
HD
+$83.4K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$71K

Sector Composition

1 Healthcare 16.33%
2 Materials 16.03%
3 Technology 14.74%
4 Industrials 12.7%
5 Consumer Staples 11.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$222K 0.04%
13,827
127
$217K 0.04%
+7,348
128
$203K 0.04%
7,250
129
$158K 0.03%
+11,650
130
-1,961