PCM

Palisade Capital Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 12.31%
This Quarter Est. Return
1 Year Est. Return
+12.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.77B
AUM Growth
+$189M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$24.1M
2
+$15.8M
3
+$6.18M
4
VLTO icon
Veralto
VLTO
+$6.11M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.48M

Top Sells

1
+$19M
2
+$16M
3
+$10.9M
4
MD icon
Pediatrix Medical
MD
+$10.5M
5
ONTO icon
Onto Innovation
ONTO
+$10.4M

Sector Composition

1 Technology 20.04%
2 Industrials 14.96%
3 Financials 13.04%
4 Healthcare 11.52%
5 Consumer Discretionary 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7.62M 0.2%
12,779
+25
127
$7.1M 0.19%
23,946
128
$6.92M 0.18%
5,696
-977
129
$6.92M 0.18%
40,739
-335
130
$6.44M 0.17%
23,567
+1,076
131
$6.42M 0.17%
20,575
132
$6.2M 0.16%
3,646,103
-464,848
133
$6.18M 0.16%
+372,741
134
$5.88M 0.16%
1,009,935
-119,880
135
$5.75M 0.15%
188,540
-18,071
136
$5.6M 0.15%
25,950
+498
137
$5.55M 0.15%
10,465
+23
138
$5.48M 0.15%
+86,520
139
$5.09M 0.14%
102,770
+370
140
$4.57M 0.12%
26,811
141
$4.5M 0.12%
28,991
+819
142
$4.34M 0.12%
8
143
$3.89M 0.1%
50,354
-1,750
144
$3.62M 0.1%
33,340
145
$3.62M 0.1%
18,611
-314
146
$3.42M 0.09%
79,652
-1,229
147
$3.09M 0.08%
19,048
-12
148
$2.92M 0.08%
44,685
+847
149
$2.89M 0.08%
4,628
-145
150
$2.78M 0.07%
32,498
+2,933
4 5
6
7 8