PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
+12.47%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$873M
AUM Growth
+$144M
(+20%)
Cap. Flow
+$60.5M
Cap. Flow
% of AUM
6.93%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
189
New
17
Increased
67
Reduced
70
Closed
4
Top Buys
| 1 |
Associated Banc-Corp
ASB
|
$25.8M |
| 2 |
UnitedHealth
UNH
|
$10.4M |
| 3 |
Pentair
PNR
|
$4.5M |
| 4 |
nVent Electric
NVT
|
$4.08M |
| 5 |
Target
TGT
|
$2.75M |
Top Sells
| 1 |
Ecolab
ECL
|
$1.47M |
| 2 |
3M
MMM
|
$1.25M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.24M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.16M |
| 5 |
American Tower
AMT
|
$1.05M |
Sector Composition
| 1 | Healthcare | 19.69% |
| 2 | Technology | 18.12% |
| 3 | Consumer Staples | 13.56% |
| 4 | Industrials | 12.05% |
| 5 | Financials | 11.73% |
