PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
-9.84%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$682M
AUM Growth
-$75M
(-9.9%)
Cap. Flow
+$8.2M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
26.94%
Holding
165
New
3
Increased
57
Reduced
44
Closed
9
Top Buys
| 1 |
Financial Select Sector SPDR Fund
XLF
|
$1.96M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$557K |
| 3 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
$536K |
| 4 |
3M
MMM
|
$459K |
| 5 |
Chevron
CVX
|
$456K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$817K |
| 2 |
PX
Praxair Inc
PX
|
$473K |
| 3 |
TCF
TCF Financial Corporation
TCF
|
$381K |
| 4 |
IBM
IBM
|
$373K |
| 5 |
UnitedHealth
UNH
|
$341K |
Sector Composition
| 1 | Healthcare | 21.34% |
| 2 | Technology | 15.11% |
| 3 | Consumer Staples | 14.04% |
| 4 | Industrials | 10.65% |
| 5 | Financials | 9.74% |
