PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
+9.62%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$1.02B
AUM Growth
+$54.2M
(+5.6%)
Cap. Flow
-$32.3M
Cap. Flow
% of AUM
-3.16%
Top 10 Holdings %
Top 10 Hldgs %
32.75%
Holding
199
New
8
Increased
51
Reduced
82
Closed
2
Top Buys
| 1 |
APA Corp
APA
|
$876K |
| 2 |
Hershey
HSY
|
$499K |
| 3 |
Chevron
CVX
|
$369K |
| 4 |
Boston Scientific
BSX
|
$296K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$282K |
Top Sells
| 1 |
Pentair
PNR
|
$9.72M |
| 2 |
nVent Electric
NVT
|
$7.03M |
| 3 |
Microsoft
MSFT
|
$2.47M |
| 4 |
C.H. Robinson
CHRW
|
$1.65M |
| 5 |
Hubbell
HUBB
|
$1.5M |
Sector Composition
| 1 | Technology | 24.49% |
| 2 | Healthcare | 18.87% |
| 3 | Consumer Staples | 11.06% |
| 4 | Industrials | 10.27% |
| 5 | Financials | 9.64% |
