PAM

Palisade Asset Management Portfolio holdings

AUM $1.03B
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
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 +$783K
2 +$602K
3 +$478K
4
MMM icon
3M
MMM
+$476K
5
SYK icon
Stryker
SYK
+$458K

Top Sells

1 +$371K
2 +$206K
3 +$80K
4
HD icon
Home Depot
HD
+$77.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$66.3K

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