PIP

Palisades Investment Partners Portfolio holdings

AUM $255M
1-Year Est. Return 39.75%
This Quarter Est. Return
1 Year Est. Return
+39.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$5.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.23M
3
+$1.17M
4
MCHP icon
Microchip Technology
MCHP
+$1.15M
5
LLY icon
Eli Lilly
LLY
+$1.12M

Top Sells

1
+$1.27M
2
+$1.03M
3
+$910K
4
XL
XL Group Ltd.
XL
+$746K
5
CNO icon
CNO Financial Group
CNO
+$670K

Sector Composition

1 Financials 23.31%
2 Healthcare 15.22%
3 Energy 14.46%
4 Industrials 12.74%
5 Communication Services 10.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-17,300
77
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-24,600
78
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-14,000
79
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-19,800
80
– –
-14,100
81
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-23,800
82
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-17,200
83
– –
-2,664
84
– –
-10,200
1 2 3
4