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
$631M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.36M
3 +$1.16M
4
APH icon
Amphenol
APH
+$1.13M
5
SYK icon
Stryker
SYK
+$1.07M

Top Sells

1 +$6.07M
2 +$5.77M
3 +$5.41M
4
ABT icon
Abbott
ABT
+$5.31M
5
PG icon
Procter & Gamble
PG
+$5.26M

Sector Composition

1 Healthcare 20.86%
2 Technology 16.04%
3 Consumer Staples 12.8%
4 Industrials 10.75%
5 Consumer Discretionary 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$21.5M 3.4%
182,231
-45,864
2
$19.3M 3.05%
77,945
-530
3
$18.8M 2.98%
235,182
-66,366
4
$18.1M 2.87%
336,121
-106,902
5
$16.7M 2.64%
59,044
+396
6
$14.6M 2.32%
76,204
-24,364
7
$14.2M 2.25%
101,428
-30,554
8
$13.5M 2.14%
130,119
-50,525
9
$13.3M 2.11%
70,267
-22,502
10
$13.2M 2.09%
278,156
-95,000
11
$12.9M 2.04%
160,257
-52,222
12
$12.7M 2.02%
73,278
-19,278
13
$12.1M 1.92%
150,225
-53,044
14
$12M 1.9%
97,221
-31,754
15
$11.5M 1.82%
93,985
-33,587
16
$11.3M 1.8%
226,846
-90,995
17
$11.1M 1.76%
206,911
-84,487
18
$10.9M 1.73%
172,960
-62,998
19
$10.3M 1.64%
178,441
-104,853
20
$10.3M 1.62%
212,813
-73,770
21
$10.2M 1.61%
75,484
-26,340
22
$10.1M 1.6%
53,031
-22,669
23
$9.71M 1.54%
216,958
-98,400
24
$9.4M 1.49%
115,933
-43,849
25
$9.27M 1.47%
38,041
-17,891