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
$144M
AUM Growth
-$866K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$223K
2 +$221K
3 +$214K
4
MRK icon
Merck
MRK
+$212K
5
SBUX icon
Starbucks
SBUX
+$205K

Sector Composition

1 Technology 4.09%
2 Financials 3.69%
3 Consumer Discretionary 2.75%
4 Communication Services 2.24%
5 Healthcare 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,180
102
-2,241