PAM
Palisade Asset Management Portfolio holdings
AUM
$1.01B
1-Year Return
14.89%
This Quarter Return
+0.39%
1 Year Return
+14.89%
3 Year Return
+49.5%
5 Year Return
+96.38%
10 Year Return
+224.82%
AUM
$967M
AUM Growth
-$59.5M
(-5.8%)
Cap. Flow
-$53.8M
Cap. Flow
% of AUM
-5.56%
Top 10 Holdings %
Top 10 Hldgs %
32.49%
Holding
408
New
1
Increased
23
Reduced
100
Closed
217
Top Buys
| 1 |
Hershey
HSY
|
+$2.16M |
| 2 |
UnitedHealth
UNH
|
+$1.06M |
| 3 |
Solventum
SOLV
|
+$923K |
| 4 |
Accenture
ACN
|
+$697K |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$513K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.54M |
| 2 |
3M
MMM
|
+$3.04M |
| 3 |
Eli Lilly
LLY
|
+$2.97M |
| 4 |
Microsoft
MSFT
|
+$2.72M |
| 5 |
Sysco
SYY
|
+$2.15M |
Sector Composition
| 1 | Technology | 24.26% |
| 2 | Healthcare | 18.75% |
| 3 | Industrials | 11.76% |
| 4 | Consumer Staples | 10.99% |
| 5 | Financials | 9.19% |
