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
$631M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.36M
3 +$1.16M
4
APH icon
Amphenol
APH
+$1.13M
5
SYK icon
Stryker
SYK
+$1.07M

Top Sells

1 +$6.07M
2 +$5.77M
3 +$5.41M
4
ABT icon
Abbott
ABT
+$5.31M
5
PG icon
Procter & Gamble
PG
+$5.26M

Sector Composition

1 Healthcare 20.86%
2 Technology 16.04%
3 Consumer Staples 12.8%
4 Industrials 10.75%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$356K 0.06%
5,385
+435
152
$355K 0.06%
23,032
-1,808
153
$355K 0.06%
7,348
154
$345K 0.05%
9,435
155
$331K 0.05%
+6,400
156
$331K 0.05%
16,935
157
$326K 0.05%
7,595
158
$321K 0.05%
16,500
+1,000
159
$291K 0.05%
2,618
+319
160
$289K 0.05%
9,920
161
$285K 0.05%
1,986
162
$281K 0.04%
+1,600
163
$280K 0.04%
2,400
164
$277K 0.04%
1,612
165
$275K 0.04%
280
166
$257K 0.04%
2,141
167
$252K 0.04%
1,390
168
$231K 0.04%
5,352
169
$217K 0.03%
+2,862
170
$215K 0.03%
+2,177
171
$213K 0.03%
+6,420
172
$204K 0.03%
+1,648
173
$203K 0.03%
+9,800
174
$141K 0.02%
414,161
-22,785