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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
1526
– –
-7,302
1527
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-41,930
1528
– –
-52,612
1529
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-15,310
1530
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-3,903
1531
– –
-51,714
1532
– –
-14,054
1533
– –
-112,500
1534
– –
-25,100
1535
– –
-5,654
1536
– –
-35,797
1537
– –
-35,973
1538
– –
-25,787
1539
– –
-17,048
1540
– –
-57,161
1541
– –
-21,400
1542
– –
-94,707
1543
– –
-4,392
1544
– –
-17,670
1545
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-33,148
1546
– –
-597,144
1547
– –
-6,997
1548
– –
-19,872
1549
– –
-53,634
1550
– –
-21,864
60 61
62
63 64