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
501
$7K ﹤0.01%
+500
502
$7K ﹤0.01%
+166
503
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+200
504
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505
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506
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507
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508
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+50
509
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510
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511
$5K ﹤0.01%
+100
512
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+50
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514
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515
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+25
516
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+1
517
$5K ﹤0.01%
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518
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519
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520
$5K ﹤0.01%
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521
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+50
522
$4K ﹤0.01%
+125
523
$4K ﹤0.01%
+375
524
$4K ﹤0.01%
+20
525
$4K ﹤0.01%
+500
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