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
$873M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$10.4M
3
+$4.5M
4
NVT icon
nVent Electric
NVT
+$4.08M
5
TGT icon
Target
TGT
+$2.75M

Top Sells

1
+$1.47M
2
+$1.25M
3
+$1.24M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.16M
5
AMT icon
American Tower
AMT
+$1.05M

Sector Composition

1 Healthcare 19.69%
2 Technology 18.12%
3 Consumer Staples 13.56%
4 Industrials 11.95%
5 Financials 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$458K 0.05%
1,575
152
$447K 0.05%
5,319
+1,319
153
$423K 0.05%
1,973
-1
154
$423K 0.05%
+3,115
155
$421K 0.05%
1,050
+75
156
$382K 0.04%
+2,315
157
$380K 0.04%
833
+58
158
$371K 0.04%
4,276
+69
159
$364K 0.04%
5,398
160
$364K 0.04%
4,846
161
$355K 0.04%
1,686
-19
162
$354K 0.04%
4,966
+1,424
163
$353K 0.04%
3,000
164
$313K 0.04%
5,352
165
$296K 0.03%
2,138
-3
166
$295K 0.03%
5,645
-233
167
$291K 0.03%
2,500
168
$290K 0.03%
3,550
169
$289K 0.03%
+19,800
170
$281K 0.03%
8,039
-1,650
171
$277K 0.03%
+1,454
172
$268K 0.03%
+1,009
173
$267K 0.03%
3,716
-586
174
$264K 0.03%
1,547
-29
175
$248K 0.03%
750
4 5 6
7
8