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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
101
$11.9M 0.32%
91,683
+6,490
102
$11.7M 0.32%
866,168
+264,337
103
$11.5M 0.31%
564,467
-5,875
104
$11.4M 0.31%
64,905
+608
105
$11.3M 0.31%
149,759
-2,153
106
$11.2M 0.3%
+53,887
107
$11M 0.3%
250,443
-8,472
108
$10.9M 0.3%
400,768
+117,111
109
$10.8M 0.29%
8,788
-38
110
$10.3M 0.28%
965,070
+358,557
111
$10.2M 0.28%
302,753
-3,637
112
$10.1M 0.28%
54,142
-1,287
113
$9.23M 0.25%
7,327,447
+2,240,544
114
$9.11M 0.25%
595,470
+162,179
115
$8.94M 0.24%
82,922
-5,600
116
$8.76M 0.24%
82,160
+18,545
117
$8.7M 0.24%
2,142,782
-40,361
118
$8.51M 0.23%
+135,305
119
$8.47M 0.23%
631,959
+317,794
120
$8.28M 0.22%
646,831
+141,360
121
$8.2M 0.22%
34,711
-175
122
$8.1M 0.22%
+344,359
123
$8.03M 0.22%
54,880
-444
124
$7.41M 0.2%
+19,799
125
$7.21M 0.2%
24,259
+405
3 4
5
6 7