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
151
$2.77M 0.07%
11,450
152
$2.65M 0.07%
21,469
+608
153
$2.65M 0.07%
34,938
+316
154
$2.61M 0.07%
71,512
-1,390
155
$2.6M 0.07%
71,895
+317
156
$2.6M 0.07%
42,570
+9,238
157
$2.52M 0.07%
26,750
158
$2.43M 0.06%
15,148
+283
159
$2.43M 0.06%
23,510
+647
160
$2.33M 0.06%
47,289
+609
161
$2.22M 0.06%
32,478
+515
162
$2.2M 0.06%
78,900
163
$2.13M 0.06%
80,755
164
$1.92M 0.05%
38,470
+1,103
165
$1.89M 0.05%
15,551
+438
166
$1.88M 0.05%
24,878
167
$1.87M 0.05%
66,472
-23,848
168
$1.77M 0.05%
31,500
169
$1.75M 0.05%
11,921
170
$1.72M 0.05%
1,700
171
$1.67M 0.04%
+53,500
172
$1.53M 0.04%
11,200
173
$1.53M 0.04%
105,193
+1,032
174
$1.37M 0.04%
+22,224
175
$1.36M 0.04%
2,839
+155
5 6
7
8 9