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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
$2.81B
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$6.7M
3
+$6.54M
4
CAKE icon
Cheesecake Factory
CAKE
+$6.45M
5
GEN icon
Gen Digital
GEN
+$5.49M

Top Sells

1
+$12.6M
2
+$9.5M
3
+$7.69M
4
WAB icon
Wabtec
WAB
+$7.37M
5
RJF icon
Raymond James Financial
RJF
+$5.84M

Sector Composition

1 Financials 13.32%
2 Technology 13.16%
3 Industrials 11.6%
4 Healthcare 9.1%
5 Consumer Discretionary 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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304
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305
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-8,141
307
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-1,817
308
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