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
$118M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.29%
2 Healthcare 2.79%
3 Consumer Discretionary 2.46%
4 Financials 2.22%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,644
102
-2,918
103
-3,755
104
-3,120
105
-3,322
106
-2,320
107
-1,250
108
-8,098
109
-4,796
110
-5,312
111
-6,118