PP

Palladium Partners Portfolio holdings

AUM $2.28B
1-Year Est. Return 12.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.43B
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.96M
3
+$8.3M
4
LLY icon
Eli Lilly
LLY
+$7.8M
5
EIX icon
Edison International
EIX
+$7.64M

Top Sells

1
+$11.5M
2
+$9.63M
3
+$9.32M
4
VZ icon
Verizon
VZ
+$9.09M
5
EMR icon
Emerson Electric
EMR
+$7.95M

Sector Composition

1 Technology 15.45%
2 Financials 12.94%
3 Healthcare 11.69%
4 Industrials 9.86%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
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