We are live on ! Find out more
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
$2.53B
AUM Growth
+$469M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,843
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$27.4M
3
+$26.4M
4
SNDK
SANDISK CORP
SNDK
+$23.2M
5
CME icon
CME Group
CME
+$21.1M

Top Sells

1
+$22.9M
2
+$16.3M
3
+$15.5M
4
NEE icon
NextEra Energy
NEE
+$13.8M
5
IBM icon
IBM
IBM
+$13.5M

Sector Composition

1 Financials 12.35%
2 Technology 11.86%
3 Industrials 11.67%
4 Consumer Discretionary 10.54%
5 Healthcare 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
– –
-7,500
1627
– –
-25,810
1628
– –
-27,939
1629
– –
-26,576
1630
– –
-874
1631
– –
-8,738
1632
– –
-10,271
1633
– –
-3,403
1634
– –
-10,655
1635
– –
-6,597
1636
– –
-61,941
1637
– –
-3,224
1638
– –
-3,600
1639
– –
-14,621
1640
– –
-18,141
1641
– –
-882
1642
– –
-202,917
1643
– –
-27,507
1644
– –
-13,916
1645
– –
-8,384
1646
– –
-18,267
1647
– –
-4,960
1648
– –
-10,954
1649
– –
-2,411
1650
– –
-28,396
64 65
66
67 68