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
76
$223K 0.18%
5,526
77
$213K 0.17%
12,514
-278
78
$207K 0.17%
+2,189
79
$203K 0.17%
+8,050
80
$202K 0.17%
+8,938
81
$144K 0.12%
10,990
82
-11,751
83
-5,003