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
$2.07B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,622
New
Increased
Reduced
Closed

Top Buys

1
+$100M
2
+$73.3M
3
+$43.8M
4
AVGO icon
Broadcom
AVGO
+$33M
5
LW icon
Lamb Weston
LW
+$23.9M

Top Sells

1
+$360M
2
+$44.2M
3
+$40.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$39.7M
5
CMCSA icon
Comcast
CMCSA
+$37.8M

Sector Composition

1 Technology 15.3%
2 Financials 13.15%
3 Healthcare 9.11%
4 Industrials 6.46%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1332
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1334
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1335
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1336
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1337
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1338
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1339
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1340
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1341
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1342
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1344
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1345
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1346
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1347
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1348
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1349
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1350
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52 53
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