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
$3.77B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1 +$24.1M
2 +$15.8M
3 +$6.18M
4
VLTO icon
Veralto
VLTO
+$6.11M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.48M

Top Sells

1 +$19M
2 +$16M
3 +$10.9M
4
MD icon
Pediatrix Medical
MD
+$10.5M
5
ONTO icon
Onto Innovation
ONTO
+$10.4M

Sector Composition

1 Technology 20.04%
2 Industrials 14.96%
3 Financials 13.04%
4 Healthcare 11.52%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-95,729
227
-823,340
228
-1,734
229
-24,631
230
-7,770