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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
$3.15B
AUM Growth
+$846M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,911
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$21.3M
3
+$19.4M
4
LHX icon
L3Harris
LHX
+$19.2M
5
XOM icon
Exxon Mobil
XOM
+$18.7M

Top Sells

1
+$16.2M
2
+$14.7M
3
+$14M
4
HCA icon
HCA Healthcare
HCA
+$12.2M
5
NEE icon
NextEra Energy
NEE
+$10.7M

Sector Composition

1 Technology 14.69%
2 Financials 11.5%
3 Consumer Discretionary 9.79%
4 Industrials 9.75%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
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-7,030
1652
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-12,707
1653
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-12,906
1654
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-5,400
1655
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-35,331
1656
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0
1657
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-11,887
1658
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-11,444
1659
– –
0
1660
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-14,241
1661
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-391
1662
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-59,764
1663
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-4,481
1664
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-10,525
1665
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-2,059
1666
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-2,670
1667
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-19,381
1668
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-7,897
1669
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-5,666
1670
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1671
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1672
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-4,522
1673
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1674
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1675
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-6,864
65 66
67
68 69