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
$549M
AUM Growth
-$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.76M
3 +$1.26M
4
TGT icon
Target
TGT
+$720K
5
XOM icon
Exxon Mobil
XOM
+$653K

Sector Composition

1 Healthcare 20.75%
2 Technology 17.55%
3 Consumer Staples 14.9%
4 Industrials 11.91%
5 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-17,765
177
-15,540
178
-4,825
179
-5,039
180
-6,225
181
-1,573
182
-4,979