We are live on ! Find out more
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
$3.68B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
406
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$10.1M
3
+$9.37M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$8.31M
5
CWAN icon
Clearwater Analytics
CWAN
+$8.09M

Top Sells

1
+$15.1M
2
+$13.2M
3
+$9.13M
4
AVGO icon
Broadcom
AVGO
+$8.68M
5
FTV icon
Fortive
FTV
+$8.39M

Sector Composition

1 Technology 22.55%
2 Financials 15.02%
3 Industrials 13.06%
4 Healthcare 10.99%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24.7M 0.67%
131,353
+7,550
52
$24.7M 0.67%
464,660
-5,121
53
$24.4M 0.66%
1,197,277
-13,719
54
$24.2M 0.66%
746,082
+90,779
55
$23.7M 0.64%
+446,032
56
$23.4M 0.64%
78,088
+15,357
57
$23.3M 0.63%
2,602,492
-30,233
58
$23.2M 0.63%
908,440
-11,019
59
$23M 0.63%
802,427
-37,036
60
$23M 0.63%
928,985
-17,855
61
$23M 0.63%
1,966,426
+283,998
62
$23M 0.62%
222,196
+23,007
63
$21.7M 0.59%
710,402
-9,313
64
$21.7M 0.59%
36,983
+3,910
65
$21.3M 0.58%
2,955,752
-32,396
66
$21.3M 0.58%
142,806
-2,476
67
$21.1M 0.57%
95,912
-7,013
68
$20.9M 0.57%
41,857
+526
69
$20.7M 0.56%
2,324,826
-23,954
70
$20.7M 0.56%
85,086
-2,217
71
$20.2M 0.55%
625,493
-6,251
72
$20M 0.54%
45,608
-16,122
73
$19.5M 0.53%
147,837
+20,755
74
$18.9M 0.51%
112,083
-829
75
$18.5M 0.5%
170,777
-2,003
1 2
3
4 5