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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
$3.12B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,903
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$43.5M
3
+$32.6M
4
NKTR icon
Nektar Therapeutics
NKTR
+$31.8M
5
JPM icon
JPMorgan Chase
JPM
+$27.4M

Top Sells

1
+$114M
2
+$58.9M
3
+$51.4M
4
CCI icon
Crown Castle
CCI
+$50.5M
5
SBAC icon
SBA Communications
SBAC
+$44M

Sector Composition

1 Healthcare 15.12%
2 Technology 14.77%
3 Financials 10.72%
4 Energy 7.91%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-13,208
1402
– –
-40,834
1403
– –
-5,174
1404
– –
-20,808
1405
– –
-739
1406
– –
-5,592
1407
– –
-18,227
1408
– –
-1,919
1409
– –
-21,040
1410
– –
-16,600
1411
– –
-3,321
1412
– –
-340,000
1413
– –
-38,942
1414
– –
-2,429,060
1415
– –
-17,269
1416
– –
-14,564
1417
– –
-21,200
1418
– –
-15,307
1419
– –
-26,462
1420
– –
-4,834
1421
– –
-11,561
1422
– –
-30,590
1423
– –
-45,599
1424
– –
-23,191
1425
– –
-9,046
55 56
57
58 59