PP

Paloma Partners Portfolio holdings

AUM $441M
1-Year Est. Return 4.47%
This Quarter Est. Return
1 Year Est. Return
+4.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.74B
AUM Growth
+$3.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,118
New
Increased
Reduced
Closed

Top Buys

1 +$84.7M
2 +$82.3M
3 +$71.3M
4
JPM icon
JPMorgan Chase
JPM
+$47.2M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$39.3M

Top Sells

1 +$16.8M
2 +$15.7M
3 +$13.1M
4
F icon
Ford
F
+$13M
5
WBC
WABCO HOLDINGS INC.
WBC
+$12.1M

Sector Composition

1 Technology 13.92%
2 Financials 12.55%
3 Healthcare 12.4%
4 Industrials 10.13%
5 Consumer Discretionary 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$5.13M 0.09%
3,219
+2,418
252
$5.11M 0.09%
+133,524
253
$5.1M 0.09%
55,702
+42,923
254
$5.04M 0.09%
+32,191
255
$5.04M 0.09%
126,260
+109,203
256
$5.03M 0.09%
+183,217
257
$5.01M 0.09%
12,371
+9,250
258
$5.01M 0.09%
97,171
+54,611
259
$5M 0.09%
56,000
260
$5M 0.09%
9,983
+4,513
261
$4.96M 0.09%
+140,258
262
$4.96M 0.09%
172,983
+112,358
263
$4.95M 0.09%
134,616
+126,870
264
$4.94M 0.09%
+140,563
265
$4.93M 0.09%
+71,008
266
$4.93M 0.09%
+259,139
267
$4.87M 0.08%
67,723
+31,140
268
$4.87M 0.08%
+62,058
269
$4.83M 0.08%
426,081
+415,881
270
$4.83M 0.08%
55,114
+20,698
271
$4.82M 0.08%
20,150
+14,474
272
$4.81M 0.08%
+39,744
273
$4.76M 0.08%
140,550
+113,888
274
$4.71M 0.08%
+385,020
275
$4.71M 0.08%
93,706
+73,527