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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
$988M
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,087
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$17.8M
3
+$16.2M
4
F icon
Ford
F
+$15.4M
5
FREE
Whole Earth Brands, Inc. Class A Common Stock
FREE
+$14.4M

Top Sells

1
+$81.5M
2
+$70.7M
3
+$58.5M
4
AAPL icon
Apple
AAPL
+$57.4M
5
JPM icon
JPMorgan Chase
JPM
+$55.2M

Sector Composition

1 Technology 14.97%
2 Consumer Discretionary 11.12%
3 Healthcare 10.9%
4 Financials 8.96%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
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-20,078
1652
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-5,950
1653
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-38,050
1654
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-20,147
1655
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-105,703
1656
– –
-23,782
1657
– –
-10,652
1658
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-15,453
1659
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-13,284
1660
– –
-18,746
1661
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-5,700
1662
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-47,214
1663
– –
-3,511
1664
– –
-11,929
1665
– –
-20,433
1666
– –
-54,026
1667
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-8,586
1668
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-2,969
1669
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-7,160
1670
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-8,860
1671
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-4,631
1672
– –
-824,404
1673
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-16,109
1674
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-3,985
1675
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-25,997
65 66
67
68 69