PHAM

Palisades Hudson Asset Management Portfolio holdings

AUM $256M
1-Year Est. Return 13.26%
This Quarter Est. Return
1 Year Est. Return
+13.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$590K
2 +$557K
3 +$464K
4
MAR icon
Marriott International
MAR
+$411K
5
JNPR
Juniper Networks
JNPR
+$381K

Top Sells

1 +$2.41M
2 +$806K
3 +$206K
4
F icon
Ford
F
+$203K
5
EWA icon
iShares MSCI Australia ETF
EWA
+$55.8K

Sector Composition

1 Consumer Staples 8.49%
2 Technology 5.09%
3 Healthcare 3.84%
4 Financials 2.68%
5 Energy 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$532K 0.44%
6,883
27
$512K 0.42%
5,977
28
$486K 0.4%
4,075
29
$468K 0.38%
4,391
30
$415K 0.34%
3,795
+15
31
$412K 0.34%
11,833
32
$411K 0.34%
13,400
-288
33
$411K 0.34%
+5,874
34
$411K 0.34%
7,439
+1,063
35
$404K 0.33%
5,304
+1,548
36
$403K 0.33%
3,790
37
$398K 0.33%
7,670
38
$397K 0.33%
3,170
+552
39
$396K 0.32%
11,010
40
$382K 0.31%
4,369
+1,172
41
$382K 0.31%
7,656
42
$381K 0.31%
+17,223
43
$380K 0.31%
7,428
+2,000
44
$374K 0.31%
15,712
45
$363K 0.3%
10,675
+345
46
$362K 0.3%
10,375
47
$348K 0.29%
20,435
+5,076
48
$347K 0.28%
4,156
49
$347K 0.28%
+9,698
50
$346K 0.28%
21,440