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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
126
$7.16M 0.19%
11,750
127
$7.13M 0.19%
128,422
-93
128
$7.03M 0.19%
34,825
+23,816
129
$7M 0.19%
42,053
+33
130
$6.74M 0.18%
1,729,105
-29,420
131
$6.73M 0.18%
13,825
-29
132
$6.66M 0.18%
15,429
-25
133
$6.64M 0.18%
1,181,317
-23,784
134
$6.52M 0.18%
+63,277
135
$6.48M 0.18%
107,050
-250
136
$5.96M 0.16%
95,338
-1,296
137
$5.71M 0.16%
82,000
+2,000
138
$5.5M 0.15%
4,296
-79
139
$5.25M 0.14%
15,175
140
$5.04M 0.14%
61,578
+2,384
141
$5.03M 0.14%
45,127
+1,751
142
$4.87M 0.13%
44,986
+1,709
143
$4.79M 0.13%
9,872
144
$4.71M 0.13%
18,524
-108
145
$4.69M 0.13%
52,807
+1,995
146
$4.63M 0.13%
480,007
-14,406
147
$4.4M 0.12%
39,058
+935
148
$4.37M 0.12%
23,570
-98
149
$4.2M 0.11%
117,813
-111,840
150
$3.97M 0.11%
876,411
-10,593
4 5
6
7 8