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
301
$87K 0.01%
+7,810
302
$86K 0.01%
+1,300
303
$85K 0.01%
+1,343
304
$85K 0.01%
+1,800
305
$82K 0.01%
+400
306
$82K 0.01%
1,937
-80,718
307
$79K 0.01%
+2,800
308
$78K 0.01%
+8,500
309
$78K 0.01%
+1,650
310
$77K 0.01%
+4,562
311
$77K 0.01%
+2,000
312
$74K 0.01%
4,800
-8,000
313
$74K 0.01%
+2,220
314
$72K 0.01%
+3,706
315
$70K 0.01%
+605
316
$70K 0.01%
+1,425
317
$69K 0.01%
+1,280
318
$69K 0.01%
+925
319
$68K 0.01%
+1,882
320
$68K 0.01%
+5,340
321
$64K 0.01%
+800
322
$64K 0.01%
+3,077
323
$63K 0.01%
+1,400
324
$62K 0.01%
+1,397
325
$61K 0.01%
+1,633
11 12
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