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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
201
$915K 0.02%
4,020
202
$852K 0.02%
3,125
-300
203
$806K 0.02%
+25,500
204
$799K 0.02%
+10,000
205
$787K 0.02%
3,900
206
$781K 0.02%
7,772
207
$747K 0.02%
+62,063
208
$745K 0.02%
8,250
-900
209
$720K 0.02%
5,350
210
$720K 0.02%
16,390
+1,627
211
$694K 0.02%
1,042
212
$688K 0.02%
2,438
+202
213
$652K 0.02%
4,241
+274
214
$592K 0.02%
+11,319
215
$511K 0.01%
669
+278
216
$497K 0.01%
5,949
+24
217
$455K 0.01%
3,033
218
$451K 0.01%
7,631
219
$421K 0.01%
+4,500
220
$415K 0.01%
1,486
+68
221
$413K 0.01%
+19,750
222
$379K 0.01%
+851
223
$314K 0.01%
1,633
+33
224
$313K 0.01%
+6,061
225
$298K 0.01%
1,779
+14
6 7 8
9
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