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PP

Paloma Partners Portfolio holdings

AUM $177M
1-Year Est. Return 286.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+286.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
+$265M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,522
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$27.8M
3
+$22.9M
4
XOM icon
Exxon Mobil
XOM
+$21.7M
5
C icon
Citigroup
C
+$19.6M

Top Sells

1
+$54.6M
2
+$42.6M
3
+$18.1M
4
LUV icon
Southwest Airlines
LUV
+$14.6M
5
WFC icon
Wells Fargo
WFC
+$14.2M

Sector Composition

1 Technology 13.27%
2 Industrials 11.6%
3 Financials 10.52%
4 Consumer Discretionary 10.22%
5 Healthcare 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
– –
-2,796
1302
– –
-52,247
1303
– –
-7,928
1304
– –
-17,439
1305
– –
-6,360
1306
– –
-8,100
1307
– –
-26,640
1308
– –
-176,072
1309
– –
-26,400
1310
– –
-7,828
1311
– –
-12,300
1312
– –
-57,390
1313
– –
-8,887
1314
– –
0
1315
– –
-6,075
1316
– –
-18,252
1317
– –
0
1318
– –
-2,116
1319
– –
-75,336
1320
– –
-2,032
1321
– –
0
1322
– –
-9,100
1323
– –
-7,870
1324
– –
0
1325
– –
-2,453
51 52
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