We are live on ! Find out more
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
$1.06B
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
573
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$5.73M
3
+$5.29M
4
LYB icon
LyondellBasell Industries
LYB
+$4.49M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.61M

Top Sells

1
+$7.67M
2
+$6.3M
3
+$6.24M
4
BT
BT Group plc (ADR)
BT
+$6.2M
5
RGA icon
Reinsurance Group of America
RGA
+$3.61M

Sector Composition

1 Technology 12.11%
2 Financials 11.77%
3 Energy 11.42%
4 Healthcare 10.33%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-2,545
552
– –
-719
553
– –
-1,300
554
– –
-283
555
– –
-1,150
556
– –
-920
557
– –
-1,751
558
– –
-250
559
– –
-5,340
560
– –
-325
561
– –
-300
562
– –
-350
563
– –
-929
564
– –
-350
565
– –
-680
566
– –
-120
567
– –
-4,912
568
– –
-2,500
569
– –
-1,814
570
– –
-60
19 20 21 22
23