PAM

Palisade Asset Management Portfolio holdings

AUM $1.03B
1-Year Est. Return 16.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.42%
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 +$32M
2 +$378K
3 +$274K
4
BAX icon
Baxter International
BAX
+$262K
5
NVDA icon
NVIDIA
NVDA
+$231K

Top Sells

1 +$373K
2 +$297K
3 +$208K
4
DE icon
Deere & Co
DE
+$183K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$160K

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