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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
1601
– –
-531,557
1602
– –
-2,553
1603
– –
-3,708
1604
– –
-53,320
1605
– –
-259,184
1606
– –
-126,995
1607
– –
-32,560
1608
– –
-12,732
1609
– –
-15,000
1610
– –
-3,724
1611
– –
-11,392
1612
– –
-3,800
1613
– –
-17,122
1614
– –
-44,200
1615
– –
-23,100
1616
– –
-48,828
1617
– –
-9,318
1618
– –
-19,916
1619
– –
-11,650
1620
– –
-64,643
1621
– –
-16,707
1622
– –
-195,555
1623
– –
-96,201
1624
– –
-6,616
1625
– –
-2,926
63 64
65
66 67