We are live on ! Find out more
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
$1.06B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$5.73M
3
+$5.29M
4
LYB icon
LyondellBasell Industries
LYB
+$4.49M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.61M

Top Sells

1
+$7.67M
2
+$6.3M
3
+$6.24M
4
BT
BT Group plc (ADR)
BT
+$6.2M
5
RGA icon
Reinsurance Group of America
RGA
+$3.61M

Sector Composition

1 Technology 12.11%
2 Financials 11.77%
3 Energy 11.42%
4 Healthcare 10.33%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-400
377
– –
-100
378
– –
-1,988
379
– –
-2,000
380
– –
-1,700
381
– –
-200
382
– –
-80
383
– –
-29
384
– –
-900
385
– –
-100
386
– –
-550
387
– –
-300
388
– –
-200
389
– –
-50
390
– –
-200
391
– –
-819
392
– –
-200
393
– –
-700
394
– –
-8,250
395
– –
-2,100
396
– –
-1,358
397
– –
-400
398
– –
-2,300
399
– –
-34
400
– –
-600
14 15
16
17 18