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
$820M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1 +$2.72M
2 +$1.25M
3 +$971K
4
IBM icon
IBM
IBM
+$670K
5
BDX icon
Becton Dickinson
BDX
+$577K

Top Sells

1 +$35.2M
2 +$967K
3 +$367K
4
MSFT icon
Microsoft
MSFT
+$366K
5
WFC icon
Wells Fargo
WFC
+$321K

Sector Composition

1 Technology 20.83%
2 Healthcare 17.91%
3 Consumer Staples 13.93%
4 Industrials 12.42%
5 Financials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$229K 0.03%
3,220
177
$227K 0.03%
420
-40
178
$225K 0.03%
5,785
179
$220K 0.03%
1,545
180
$216K 0.03%
+1,860
181
$215K 0.03%
6,655
182
$210K 0.03%
2,824
183
$203K 0.02%
+747
184
$202K 0.02%
+4,000
185
$157K 0.02%
11,008