PP
Palladium Partners Portfolio holdings
AUM
$2.28B
1-Year Return
12.96%
This Quarter Return
+1.92%
1 Year Return
+12.96%
3 Year Return
+64.34%
5 Year Return
+102.33%
10 Year Return
–
AUM
$1.09B
AUM Growth
+$37.6M
(+3.6%)
Cap. Flow
+$25.3M
Cap. Flow
% of AUM
2.31%
Top 10 Holdings %
Top 10 Hldgs %
23.76%
Holding
552
New
304
Increased
57
Reduced
139
Closed
4
Top Buys
| 1 |
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
|
$15.9M |
| 2 |
Oracle
ORCL
|
$9.6M |
| 3 |
VIAB
Viacom Inc. Class B
VIAB
|
$8.26M |
| 4 |
Toyota
TM
|
$7.14M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$5.68M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.5M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
$6.93M |
| 3 |
General Motors
GM
|
$6.61M |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
$4.85M |
| 5 |
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% |
