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PCM

Palisade Capital Management Portfolio holdings

AUM $3B
1-Year Est. Return 14.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3B
AUM Growth
-$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$17M
2 +$11.8M
3 +$9.53M
4
RDNT icon
RadNet
RDNT
+$8.89M
5
SEI
Solaris Energy Infrastructure
SEI
+$8.41M

Top Sells

1 +$26M
2 +$24.5M
3 +$12.2M
4
SMMD icon
iShares Russell 2500 ETF
SMMD
+$11.4M
5
SAIA icon
Saia
SAIA
+$10.6M

Sector Composition

1 Technology 21.59%
2 Financials 14.43%
3 Industrials 14.14%
4 Healthcare 11.72%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRM icon
226
Salesforce
CRM
$136B
$395K 0.01%
2,117
+907
J icon
227
Jacobs Solutions
J
$15B
$386K 0.01%
3,033
GILD icon
228
Gilead Sciences
GILD
$156B
$382K 0.01%
2,742
+242
RTX icon
229
RTX Corp
RTX
$247B
$373K 0.01%
1,932
+167
NUE icon
230
Nucor
NUE
$60.7B
$358K 0.01%
2,116
+601
TTWO icon
231
Take-Two Interactive
TTWO
$39.3B
$352K 0.01%
1,781
+532
TSLA icon
232
Tesla
TSLA
$1.53T
$350K 0.01%
942
-44
CBRE icon
233
CBRE Group
CBRE
$39.1B
$348K 0.01%
2,571
+901
ORCL icon
234
Oracle
ORCL
$530B
$320K 0.01%
+2,173
AZN icon
235
AstraZeneca
AZN
$277B
$311K 0.01%
+1,577
SLB icon
236
SLB Ltd
SLB
$84B
$293K 0.01%
+5,705
NOW icon
237
ServiceNow
NOW
$105B
$289K 0.01%
2,763
+863
VHT icon
238
Vanguard Health Care ETF
VHT
$17B
$287K 0.01%
+1,054
COP icon
239
ConocoPhillips
COP
$143B
$281K 0.01%
+2,132
MELI icon
240
Mercado Libre
MELI
$80.6B
$277K 0.01%
160
+31
AMT icon
241
American Tower
AMT
$87.2B
$276K 0.01%
1,600
+100
RACE icon
242
Ferrari
RACE
$62.5B
$246K 0.01%
725
+129
MRK icon
243
Merck
MRK
$294B
$242K 0.01%
2,014
ASML icon
244
ASML
ASML
$718B
$240K 0.01%
+181
UNH icon
245
UnitedHealth
UNH
$371B
$239K 0.01%
884
+264
MLM icon
246
Martin Marietta Materials
MLM
$34.7B
$235K 0.01%
400
LECO icon
247
Lincoln Electric
LECO
$14.1B
$232K 0.01%
+933
ROK icon
248
Rockwell Automation
ROK
$51.1B
$220K 0.01%
+612
IWF icon
249
iShares Russell 1000 Growth ETF
IWF
$126B
$210K 0.01%
1,972
ITUB icon
250
Itaú Unibanco
ITUB
$88.1B
$102K ﹤0.01%
+12,167