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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
1501
– –
-36,561
1502
– –
-77,222
1503
– –
-10,673
1504
– –
-7,397
1505
– –
0
1506
– –
-332
1507
– –
-10,645
1508
– –
-20,047
1509
– –
-6,890
1510
– –
-5,062
1511
– –
-67,351
1512
– –
-8,200
1513
– –
-9,672
1514
– –
-2,016
1515
– –
-2,754
1516
– –
0
1517
– –
-3,230
1518
– –
-12,762
1519
– –
-23,961
1520
– –
-2,173
1521
– –
-8,421
57 58 59 60
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