PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
+8.02%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$664M
AUM Growth
+$36.9M
(+5.9%)
Cap. Flow
-$4.68M
Cap. Flow
% of AUM
-0.71%
Top 10 Holdings %
Top 10 Hldgs %
31.71%
Holding
170
New
5
Increased
31
Reduced
74
Closed
1
Top Buys
| 1 |
JPMorgan Chase
JPM
|
$3.06M |
| 2 |
RTX Corp
RTX
|
$1.06M |
| 3 |
Intuitive Surgical
ISRG
|
$241K |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$208K |
| 5 |
Corning
GLW
|
$208K |
Top Sells
| 1 |
Wells Fargo
WFC
|
$1.98M |
| 2 |
Apple
AAPL
|
$1.21M |
| 3 |
Microsoft
MSFT
|
$919K |
| 4 |
Stryker
SYK
|
$617K |
| 5 |
Target
TGT
|
$533K |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Healthcare | 19.2% |
| 3 | Consumer Staples | 15.36% |
| 4 | Industrials | 12.1% |
| 5 | Consumer Discretionary | 10.35% |
