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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
151
$3.97M 0.11%
5,927
+101
152
$3.9M 0.11%
29,211
+1,138
153
$3.9M 0.11%
101,633
+3,822
154
$3.86M 0.11%
21,278
+798
155
$3.83M 0.1%
+240,452
156
$3.74M 0.1%
44,908
+1,742
157
$3.39M 0.09%
66,446
+2,541
158
$3.34M 0.09%
16,305
-31
159
$3.25M 0.09%
37,130
+15,151
160
$3.23M 0.09%
48,645
+1,902
161
$3.02M 0.08%
4
162
$3M 0.08%
64,336
+2,320
163
$2.98M 0.08%
8,434
-95
164
$2.92M 0.08%
113,249
+16,545
165
$2.9M 0.08%
+20,544
166
$2.86M 0.08%
20,000
167
$2.79M 0.08%
38,654
168
$2.79M 0.08%
9,175
-171
169
$2.72M 0.07%
14,811
170
$2.61M 0.07%
15,015
-4,944
171
$2.56M 0.07%
39,295
-70
172
$2.51M 0.07%
19,020
-4,659
173
$2.38M 0.06%
17,936
+662
174
$2.37M 0.06%
15,031
+550
175
$2.35M 0.06%
45,000
5 6
7
8 9