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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
176
$2.33M 0.06%
2,924
177
$2.24M 0.06%
1,700
178
$2.24M 0.06%
143,892
+5,119
179
$2.22M 0.06%
100,526
+3,902
180
$2.1M 0.06%
29,820
181
$1.97M 0.05%
62,992
182
$1.92M 0.05%
11,807
+512
183
$1.9M 0.05%
59,500
184
$1.86M 0.05%
3,028
-629
185
$1.84M 0.05%
15,442
+478
186
$1.79M 0.05%
11,049
+389
187
$1.79M 0.05%
11,501
-151
188
$1.7M 0.05%
25,000
189
$1.53M 0.04%
40,000
190
$1.49M 0.04%
30,000
191
$1.47M 0.04%
22,547
+850
192
$1.36M 0.04%
10,295
+363
193
$1.11M 0.03%
+20,000
194
$1.08M 0.03%
+4,000
195
$1.08M 0.03%
1,585
+85
196
$1.05M 0.03%
9,158
-480
197
$1.04M 0.03%
14,607
-10,000
198
$1.04M 0.03%
30,452
-950
199
$950K 0.03%
+10,000
200
$928K 0.03%
2,610
6 7
8
9 10