PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
-2.95%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$872M
AUM Growth
-$22.1M
(-2.5%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
30.26%
Holding
187
New
5
Increased
70
Reduced
53
Closed
5
Top Buys
| 1 |
American Tower
AMT
|
$3.91M |
| 2 |
Ecolab
ECL
|
$2.95M |
| 3 |
Blackrock
BLK
|
$1.73M |
| 4 |
3M
MMM
|
$1.35M |
| 5 |
Intel
INTC
|
$1.1M |
Top Sells
| 1 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.44M |
| 2 |
Aflac
AFL
|
$1.97M |
| 3 |
RTX Corp
RTX
|
$1.4M |
| 4 |
Apple
AAPL
|
$463K |
| 5 |
Exxon Mobil
XOM
|
$360K |
Sector Composition
| 1 | Technology | 21.09% |
| 2 | Healthcare | 18.44% |
| 3 | Consumer Staples | 13.98% |
| 4 | Industrials | 12.6% |
| 5 | Financials | 9.37% |
