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
$237M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$757K
3 +$324K
4
PYPL icon
PayPal
PYPL
+$261K
5
CAT icon
Caterpillar
CAT
+$233K

Top Sells

1 +$579K
2 +$197K
3 +$169K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$165K
5
MSI icon
Motorola Solutions
MSI
+$155K

Sector Composition

1 Technology 7.02%
2 Financials 2.45%
3 Consumer Discretionary 2.36%
4 Healthcare 1.46%
5 Industrials 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$200K 0.08%
+4,247
102
$14K 0.01%
40,002
103
-8,074