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
$1.02B
AUM Growth
+$54.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$876K
2
+$499K
3
+$369K
4
BSX icon
Boston Scientific
BSX
+$296K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$282K

Top Sells

1
+$9.72M
2
+$7.03M
3
+$2.47M
4
CHRW icon
C.H. Robinson
CHRW
+$1.65M
5
HUBB icon
Hubbell
HUBB
+$1.5M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.87%
3 Consumer Staples 11.06%
4 Industrials 10.22%
5 Financials 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$520K 0.05%
5,778
+40
152
$503K 0.05%
5,709
+44
153
$503K 0.05%
1,817
154
$496K 0.05%
1,009
155
$489K 0.05%
3,000
156
$475K 0.05%
23,104
157
$462K 0.05%
2,680
+310
158
$431K 0.04%
7,497
+27
159
$426K 0.04%
3,157
-64
160
$424K 0.04%
6,035
-100,000
161
$411K 0.04%
3,729
162
$395K 0.04%
5,261
-1,455
163
$389K 0.04%
200
164
$385K 0.04%
3,000
165
$346K 0.03%
700
-2,450
166
$342K 0.03%
4,840
167
$333K 0.03%
4,200
-3,300
168
$329K 0.03%
4,985
169
$326K 0.03%
8,582
-275
170
$319K 0.03%
3,220
171
$317K 0.03%
750
172
$312K 0.03%
541
-34
173
$304K 0.03%
588
174
$302K 0.03%
3,375
-750
175
$298K 0.03%
1,784
4 5 6
7
8