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
$823M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1 +$4.8M
2 +$411K
3 +$255K
4
CB icon
Chubb
CB
+$209K
5
LHX icon
L3Harris
LHX
+$199K

Top Sells

1 +$1.36M
2 +$625K
3 +$517K
4
MSFT icon
Microsoft
MSFT
+$295K
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$239K

Sector Composition

1 Technology 23.07%
2 Healthcare 19.19%
3 Consumer Staples 12.16%
4 Industrials 10.81%
5 Financials 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$209K 0.03%
+1,003
177
$208K 0.03%
4,265
-390
178
$206K 0.03%
2,250
179
$204K 0.02%
331
180
-3,604
181
-2,320
182
-4,411