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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
$1.12B
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
548
New
Increased
Reduced
Closed

Top Buys

1
+$9.34M
2
+$5M
3
+$4.97M
4
VLO icon
Valero Energy
VLO
+$4.18M
5
LNC icon
Lincoln National
LNC
+$3.69M

Top Sells

1
+$8.13M
2
+$5.34M
3
+$5.13M
4
EWX icon
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
+$4.2M
5
GM icon
General Motors
GM
+$1.33M

Sector Composition

1 Technology 14.03%
2 Financials 11.9%
3 Energy 10.84%
4 Healthcare 9.2%
5 Industrials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
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