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
$850M
AUM Growth
+$73.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$33.8M
2 +$360K
3 +$288K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$284K
5
BAX icon
Baxter International
BAX
+$251K

Top Sells

1 +$398K
2 +$298K
3 +$229K
4
DE icon
Deere & Co
DE
+$177K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$164K

Sector Composition

1 Technology 23.4%
2 Healthcare 17.21%
3 Consumer Staples 13.74%
4 Industrials 12.38%
5 Financials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$209K 0.02%
2,824
177
$208K 0.02%
+6,655
178
$160K 0.02%
11,008