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
$872M
AUM Growth
-$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$2.95M
3
+$1.73M
4
MMM icon
3M
MMM
+$1.35M
5
INTC icon
Intel
INTC
+$1.1M

Top Sells

1
+$2.44M
2
+$1.97M
3
+$1.4M
4
AAPL icon
Apple
AAPL
+$463K
5
XOM icon
Exxon Mobil
XOM
+$360K

Sector Composition

1 Technology 21.09%
2 Healthcare 18.44%
3 Consumer Staples 13.98%
4 Industrials 12.5%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$450K 0.05%
9,613
+2,400
152
$446K 0.05%
775
153
$446K 0.05%
8,033
+400
154
$443K 0.05%
7,773
-100
155
$429K 0.05%
5,503
156
$411K 0.05%
5,169
-74
157
$409K 0.05%
5,352
158
$397K 0.05%
+3,000
159
$397K 0.05%
915
+125
160
$393K 0.05%
14,400
161
$352K 0.04%
2,756
162
$346K 0.04%
2,141
163
$318K 0.04%
4,014
164
$312K 0.04%
1,631
-291
165
$307K 0.04%
+2,657
166
$304K 0.03%
1,009
-20
167
$301K 0.03%
3,550
168
$274K 0.03%
6,070
169
$268K 0.03%
588
-10
170
$260K 0.03%
750
171
$257K 0.03%
1,907
172
$247K 0.03%
2,100
173
$245K 0.03%
3,220
174
$242K 0.03%
2,250
175
$232K 0.03%
3,800
4 5 6
7
8