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
$682M
AUM Growth
-$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$557K
3
+$536K
4
MMM icon
3M
MMM
+$459K
5
CVX icon
Chevron
CVX
+$456K

Top Sells

1
+$817K
2
+$473K
3
+$381K
4
IBM icon
IBM
IBM
+$373K
5
UNH icon
UnitedHealth
UNH
+$341K

Sector Composition

1 Healthcare 21.34%
2 Technology 15.11%
3 Consumer Staples 14.04%
4 Industrials 10.5%
5 Financials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$403K 0.06%
3,784
+189
127
$401K 0.06%
3,840
-320
128
$397K 0.06%
4,000
129
$394K 0.06%
3,570
130
$388K 0.06%
1,901
131
$365K 0.05%
3,727
+195
132
$347K 0.05%
2,068
133
$334K 0.05%
7,196
-168
134
$331K 0.05%
3,525
135
$328K 0.05%
24,840
136
$327K 0.05%
6,836
137
$323K 0.05%
9,435
138
$319K 0.05%
7,348
139
$317K 0.05%
15,500
140
$310K 0.05%
13,805
-500
141
$297K 0.04%
7,595
142
$296K 0.04%
13,427
143
$294K 0.04%
7,069
-20
144
$293K 0.04%
6,115
-333
145
$284K 0.04%
4,950
-3,650
146
$283K 0.04%
16,935
147
$260K 0.04%
1,986
148
$252K 0.04%
2,299
-88
149
$244K 0.04%
9,920
150
$240K 0.04%
1,612
3 4 5
6
7