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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
$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
76
$18.5M 0.5%
369,176
-12,338
77
$18.3M 0.5%
739,104
-7,483
78
$17.5M 0.48%
43,310
+2,713
79
$17.4M 0.47%
23,746
+53
80
$17.2M 0.47%
954,765
+399,161
81
$16.3M 0.44%
360,622
-9,946
82
$16.2M 0.44%
244,813
-77,615
83
$15.9M 0.43%
123,435
-1,275
84
$15.8M 0.43%
68,372
+625
85
$15.3M 0.42%
618,133
-6,488
86
$15.2M 0.41%
30,317
-338
87
$15.2M 0.41%
117,517
-1,442
88
$15M 0.41%
619,561
-10,655
89
$14.7M 0.4%
15,865
+5,183
90
$14.5M 0.4%
638,656
+63,540
91
$14.2M 0.39%
524,297
+96,175
92
$14.1M 0.38%
81,829
-2,661
93
$13.7M 0.37%
84,969
-172
94
$13.7M 0.37%
179,954
-1,859
95
$13.6M 0.37%
637,010
+123,348
96
$13.1M 0.36%
331,898
-5,866
97
$12.6M 0.34%
1,426,019
+326,260
98
$12.5M 0.34%
183,221
+8,509
99
$12.4M 0.34%
29,986
-3,953
100
$12M 0.33%
522,368
-9,627
2 3
4
5 6