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
$729M
AUM Growth
-$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1 +$1.17M
2 +$901K
3 +$554K
4
ECL icon
Ecolab
ECL
+$533K
5
JPM icon
JPMorgan Chase
JPM
+$529K

Top Sells

1 +$806K
2 +$687K
3 +$534K
4
ADM icon
Archer Daniels Midland
ADM
+$361K
5
RTX icon
RTX Corp
RTX
+$349K

Sector Composition

1 Technology 20.01%
2 Healthcare 19.2%
3 Consumer Staples 14.2%
4 Industrials 11.53%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,702
177
-3,220
178
-1,009
179
-14,610
180
-6,505