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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
1
$67.9M 1.84%
548,430
-83,219
2
$65.3M 1.77%
378,059
+2,500
3
$60.2M 1.64%
455,491
-7,432
4
$59.8M 1.62%
591,226
-90,570
5
$59.6M 1.62%
234,170
-1,214
6
$58.2M 1.58%
223,132
-6,422
7
$49.3M 1.34%
264,459
-373
8
$46.9M 1.27%
90,453
+6,265
9
$46M 1.25%
181,145
-687
10
$45M 1.22%
851,899
-8,904
11
$43.4M 1.18%
167,457
-11,189
12
$40.5M 1.1%
566,293
+76,058
13
$38.6M 1.05%
122,388
-3,009
14
$38.4M 1.04%
712,627
-13,381
15
$38.3M 1.04%
1,549,839
+85,894
16
$38.3M 1.04%
151,451
-2,438
17
$38.1M 1.04%
942,110
-10,926
18
$37M 1.01%
881,867
-11,585
19
$36.2M 0.98%
2,152,522
-23,481
20
$36.2M 0.98%
214,018
-5,892
21
$36.2M 0.98%
562,938
-6,723
22
$35M 0.95%
261,798
-3,390
23
$34.9M 0.95%
1,057,880
-18,749
24
$34.2M 0.93%
927,081
-20,798
25
$34.1M 0.93%
3,740,085
-38,045
1
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