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PCM
Palisade Capital Management Portfolio holdings
AUM
$3B
1-Year Est. Return
14.02%
This Fund
S&P 500
1 Year Est. Return
+14.02%
AUM
$3B
AUM Growth
-$372M
(-11%)
Holding
409
Top Buys
| 1 | +$17M | |
| 2 | +$11.8M | |
| 3 | +$9.53M | |
| 4 |
RadNet
RDNT
|
+$8.89M |
| 5 |
SEI
Solaris Energy Infrastructure
SEI
|
+$8.41M |
Top Sells
| 1 | +$26M | |
| 2 | +$24.5M | |
| 3 | +$12.2M | |
| 4 |
iShares Russell 2500 ETF
SMMD
|
+$11.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
John Wiley & Sons Class A
WLY
$2.27B
| $29.8M | 0.99% |
780,840
-41,357
|
|
||
27
ACI Worldwide
ACIW
$4.6B
| $29.1M | 0.97% |
708,427
-51,919
|
|
||
28
Danaher
DHR
$127B
| $29M | 0.97% |
152,993
+1,335
|
|
||
29
Repligen
RGEN
$7.37B
| $28.3M | 0.94% |
240,619
+8,423
|
|
||
30
Healthcare Services Group
HCSG
$1.54B
| $28.2M | 0.94% |
1,522,463
-404,982
|
|
||
31
Vontier
VNT
$4.12B
| $28.2M | 0.94% |
794,149
-62,550
|
|
||
32
Renasant Corp
RNST
$3.95B
| $28M | 0.93% |
773,837
-48,662
|
|
||
|
PRMB
33
Primo Brands
PRMB
$8.76B
| $27.2M | 0.91% |
1,444,496
-100,569
|
|
||
34
Columbia Banking Systems
COLB
$9.06B
| $27.1M | 0.9% |
989,695
-72,342
|
|
||
35
Ametek
AME
$52.1B
| $27.1M | 0.9% |
126,303
-2,637
|
|
||
36
AdaptHealth
AHCO
$1.38B
| $25.7M | 0.86% |
2,162,681
-129,166
|
|
||
37
Envista
NVST
$4B
| $25.2M | 0.84% |
995,088
-75,397
|
|
||
38
Visa
V
$613B
| $25.2M | 0.84% |
83,300
-1,589
|
|
||
39
Fulton Financial
FULT
$4.46B
| $24.2M | 0.81% |
1,189,294
-72,122
|
|
||
40
Broadcom
AVGO
$1.82T
| $24.1M | 0.8% |
77,938
-21
|
|
||
41
RLI Corp
RLI
$5B
| $23.2M | 0.77% |
406,829
-27,454
|
|
||
42
Teledyne Technologies
TDY
$29B
| $23.1M | 0.77% |
38,136
-2,971
|
|
||
43
Commercial Metals
CMC
$8.62B
| $23M | 0.77% |
374,351
-30,475
|
|
||
44
Northern Oil and Gas
NOG
$2.26B
| $22.7M | 0.76% |
778,140
-13,536
|
|
||
45
Performance Food Group
PFGC
$16.3B
| $22.5M | 0.75% |
262,348
-19,927
|
|
||
46
Buckle
BKE
$2.33B
| $22.5M | 0.75% |
446,161
-36,223
|
|
||
47
Blackbaud
BLKB
$1.28B
| $22.3M | 0.74% |
577,370
+89,337
|
|
||
|
CCC
48
CCC Intelligent Solutions
CCC
$2.7B
| $22M | 0.73% |
3,667,007
-73,477
|
|
||
49
Alphabet (Google) Class A
GOOGL
$4.39T
| $21.1M | 0.7% |
73,366
-6,739
|
|
||
50
Bright Horizons
BFAM
$3.41B
| $20.9M | 0.7% |
254,674
+65,308
|
|