PP

Paloma Partners Portfolio holdings

AUM $503M
1-Year Est. Return 201.02%
This Quarter Est. Return
1 Year Est. Return
+201.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,209
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$27.7M
3
+$24.8M
4
FWLT
FOSTER WHEELER AG (SWITZERLAND)
FWLT
+$20.6M
5
IYR icon
iShares US Real Estate ETF
IYR
+$18.2M

Top Sells

1
+$45.5M
2
+$44.4M
3
+$19.1M
4
LO
LORILLARD INC COM STK
LO
+$15.7M
5
CAT icon
Caterpillar
CAT
+$14.6M

Sector Composition

1 Technology 12.18%
2 Healthcare 10.08%
3 Industrials 8.51%
4 Consumer Discretionary 6.63%
5 Consumer Staples 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1080
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1100
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