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
451
$15K ﹤0.01%
+500
452
$15K ﹤0.01%
+417
453
$15K ﹤0.01%
+1,000
454
$15K ﹤0.01%
+300
455
$15K ﹤0.01%
+600
456
$15K ﹤0.01%
+182
457
$15K ﹤0.01%
+956
458
$15K ﹤0.01%
+400
459
$14K ﹤0.01%
+275
460
$14K ﹤0.01%
+110
461
$14K ﹤0.01%
+200
462
$14K ﹤0.01%
+250
463
$14K ﹤0.01%
+462
464
$13K ﹤0.01%
+400
465
$13K ﹤0.01%
+325
466
$12K ﹤0.01%
+100
467
$12K ﹤0.01%
+186
468
$12K ﹤0.01%
+210
469
$12K ﹤0.01%
+125
470
$12K ﹤0.01%
+130
471
$12K ﹤0.01%
+300
472
$11K ﹤0.01%
+140
473
$11K ﹤0.01%
+500
474
$11K ﹤0.01%
+801
475
$11K ﹤0.01%
+466
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