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
326
$60K 0.01%
+1,400
327
$60K 0.01%
+1,814
328
$60K 0.01%
+874
329
$59K 0.01%
+780
330
$58K 0.01%
+526
331
$57K 0.01%
+1,468
332
$57K 0.01%
+587
333
$56K 0.01%
+1,120
334
$54K ﹤0.01%
+825
335
$53K ﹤0.01%
+400
336
$53K ﹤0.01%
+850
337
$52K ﹤0.01%
+340
338
$52K ﹤0.01%
+904
339
$51K ﹤0.01%
+95
340
$51K ﹤0.01%
+1,000
341
$49K ﹤0.01%
+1,947
342
$49K ﹤0.01%
+698
343
$49K ﹤0.01%
+1,450
344
$49K ﹤0.01%
+1,328
345
$49K ﹤0.01%
+1,000
346
$48K ﹤0.01%
+2,400
347
$48K ﹤0.01%
+1,558
348
$47K ﹤0.01%
+800
349
$46K ﹤0.01%
+1,025
350
$46K ﹤0.01%
+1,393
12 13
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