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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
$3B
AUM Growth
-$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,845
New
Increased
Reduced
Closed

Top Buys

1
+$30.5M
2
+$29.8M
3
+$29.7M
4
AMT icon
American Tower
AMT
+$29M
5
CCI icon
Crown Castle
CCI
+$28.8M

Top Sells

1
+$69.9M
2
+$37.9M
3
+$25.5M
4
CIVI
Civitas Resources
CIVI
+$23.3M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$22.9M

Sector Composition

1 Financials 10.32%
2 Technology 9.79%
3 Real Estate 9.58%
4 Consumer Discretionary 7.56%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
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-9,068
1652
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-51,760
1653
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-9,511
1654
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-7,108
1655
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-13,386
1656
– –
-500
1657
– –
-5,761
1658
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-2,995
1659
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-16,812
1660
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-51,624
1661
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-29,532
1662
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-11,245
1663
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-7,147
1664
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-41,486
1665
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-7,219
1666
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-13,446
1667
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-2,570
1668
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-23,895
1669
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1670
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-20,949
1671
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-25,789
1672
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0
1673
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-7,379
1674
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-7,133
1675
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-9,917
65 66
67
68 69