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
476
$11K ﹤0.01%
+100
477
$11K ﹤0.01%
+156
478
$11K ﹤0.01%
+125
479
$11K ﹤0.01%
+100
480
$10K ﹤0.01%
+100
481
$10K ﹤0.01%
+400
482
$10K ﹤0.01%
+207
483
$10K ﹤0.01%
+100
484
$10K ﹤0.01%
+112
485
$10K ﹤0.01%
+775
486
$9K ﹤0.01%
+125
487
$9K ﹤0.01%
+300
488
$9K ﹤0.01%
+350
489
$9K ﹤0.01%
+671
490
$9K ﹤0.01%
+1,200
491
$9K ﹤0.01%
+625
492
$9K ﹤0.01%
+83
493
$9K ﹤0.01%
+33
494
$9K ﹤0.01%
+300
495
$9K ﹤0.01%
+800
496
$8K ﹤0.01%
+225
497
$8K ﹤0.01%
+100
498
$8K ﹤0.01%
+300
499
$7K ﹤0.01%
+67
500
$7K ﹤0.01%
+1,477
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