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
426
$20K ﹤0.01%
+2,000
427
$20K ﹤0.01%
+1,571
428
$20K ﹤0.01%
+500
429
$19K ﹤0.01%
+400
430
$18K ﹤0.01%
+393
431
$18K ﹤0.01%
+519
432
$18K ﹤0.01%
+400
433
$18K ﹤0.01%
+383
434
$18K ﹤0.01%
+300
435
$18K ﹤0.01%
+719
436
$18K ﹤0.01%
+1,000
437
$17K ﹤0.01%
+500
438
$17K ﹤0.01%
+412
439
$17K ﹤0.01%
+286
440
$17K ﹤0.01%
+4,000
441
$16K ﹤0.01%
+200
442
$16K ﹤0.01%
+350
443
$16K ﹤0.01%
+450
444
$16K ﹤0.01%
+900
445
$16K ﹤0.01%
+200
446
$16K ﹤0.01%
+1,363
447
$16K ﹤0.01%
+200
448
$16K ﹤0.01%
+379
449
$16K ﹤0.01%
+944
450
$15K ﹤0.01%
+217
16 17
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