PP

Palladium Partners Portfolio holdings

AUM $2.28B
1-Year Est. Return 12.96%
This Quarter Est. Return
1 Year Est. Return
+12.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.6M
3
+$8.26M
4
TM icon
Toyota
TM
+$7.14M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$5.68M

Top Sells

1
+$12.5M
2
+$6.93M
3
+$6.61M
4
WBA
Walgreens Boots Alliance
WBA
+$4.85M
5
XRX icon
Xerox
XRX
+$4.71M

Sector Composition

1 Technology 13.81%
2 Financials 12.39%
3 Energy 10.33%
4 Healthcare 10.31%
5 Industrials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$196K 0.02%
1,627
-555
252
$186K 0.02%
+3,150
253
$184K 0.02%
+3,600
254
$179K 0.02%
+2,565
255
$178K 0.02%
+1,234
256
$171K 0.02%
+4,177
257
$169K 0.02%
4,610
-1,350
258
$168K 0.02%
+2,675
259
$163K 0.01%
+7,160
260
$163K 0.01%
+1,773
261
$156K 0.01%
+2,965
262
$155K 0.01%
+5,800
263
$154K 0.01%
+1,751
264
$153K 0.01%
+2,030
265
$152K 0.01%
+2,865
266
$149K 0.01%
+1,800
267
$145K 0.01%
+9,293
268
$144K 0.01%
2,850
-2,400
269
$142K 0.01%
+2,500
270
$139K 0.01%
+3,863
271
$138K 0.01%
+1,050
272
$138K 0.01%
+1,550
273
$137K 0.01%
+2,800
274
$136K 0.01%
+1,300
275
$132K 0.01%
+1,650
9 10
11
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