PCM

Palisade Capital Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.58B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$9.67M
3 +$8.87M
4
INDB icon
Independent Bank
INDB
+$8.48M
5
ROCK icon
Gibraltar Industries
ROCK
+$7.26M

Top Sells

1 +$26.2M
2 +$16.1M
3 +$12.2M
4
RVLV icon
Revolve Group
RVLV
+$11.6M
5
ROK icon
Rockwell Automation
ROK
+$10.4M

Sector Composition

1 Technology 16.22%
2 Healthcare 15.64%
3 Financials 12.25%
4 Consumer Discretionary 9.54%
5 Industrials 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$201K ﹤0.01%
4,600
227
$163K ﹤0.01%
+22,000
228
$90K ﹤0.01%
4,167
+278
229
$76K ﹤0.01%
+16,000
230
$8K ﹤0.01%
760
231
-2,000
232
-8,274
233
-1,000
234
-578
235
-36,310
236
-750
237
-1,250
238
0
239
-507,102