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
$192M
AUM Growth
+$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$388K
2 +$263K
3 +$262K
4
META icon
Meta Platforms (Facebook)
META
+$246K
5
MCK icon
McKesson
MCK
+$207K

Top Sells

1 +$1.36M
2 +$477K
3 +$276K
4
SBCF icon
Seacoast Banking Corp of Florida
SBCF
+$254K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$245K

Sector Composition

1 Technology 6.5%
2 Consumer Discretionary 2.49%
3 Financials 2.12%
4 Healthcare 2.06%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,387