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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
$1B
AUM Growth
-$317M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,550
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$7.76M
3
+$7.65M
4
GE icon
GE Aerospace
GE
+$7.41M
5
JPM icon
JPMorgan Chase
JPM
+$7.25M

Top Sells

1
+$13.9M
2
+$7.48M
3
+$6.48M
4
ABT icon
Abbott
ABT
+$5.07M
5
VAL icon
Valaris
VAL
+$4.81M

Sector Composition

1 Financials 15.46%
2 Technology 11.87%
3 Consumer Discretionary 9.47%
4 Industrials 8.95%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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1327
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1328
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1332
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1333
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1334
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-65,939
1335
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1338
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-11,748
1339
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1340
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1341
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1344
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1345
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1346
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1348
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1350
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0
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