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
$156M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$370K
3 +$264K
4
NVDA icon
NVIDIA
NVDA
+$236K
5
GLOB icon
Globant
GLOB
+$231K

Top Sells

1 +$628K
2 +$100K
3 +$100K
4
ELV icon
Elevance Health
ELV
+$54.3K
5
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$11.3K

Sector Composition

1 Technology 4.72%
2 Financials 3.9%
3 Consumer Discretionary 2.59%
4 Healthcare 2.39%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$216K 0.14%
8,757
102
$214K 0.14%
3,523
103
$207K 0.13%
+900
104
$204K 0.13%
2,320
105
$201K 0.13%
+973
106
$117K 0.07%
27,972