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
401
$27K ﹤0.01%
+700
402
$27K ﹤0.01%
+450
403
$27K ﹤0.01%
+500
404
$26K ﹤0.01%
+380
405
$26K ﹤0.01%
+1,094
406
$26K ﹤0.01%
+380
407
$25K ﹤0.01%
+100
408
$25K ﹤0.01%
+300
409
$25K ﹤0.01%
+680
410
$25K ﹤0.01%
+700
411
$24K ﹤0.01%
+261
412
$23K ﹤0.01%
+1,561
413
$23K ﹤0.01%
+500
414
$22K ﹤0.01%
+3,535
415
$22K ﹤0.01%
+500
416
$22K ﹤0.01%
+950
417
$21K ﹤0.01%
+500
418
$21K ﹤0.01%
+900
419
$21K ﹤0.01%
+400
420
$21K ﹤0.01%
+1,000
421
$21K ﹤0.01%
+700
422
$21K ﹤0.01%
+1,500
423
$21K ﹤0.01%
+200
424
$21K ﹤0.01%
+1,000
425
$20K ﹤0.01%
+438
15 16
17
18 19