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
1701
– –
-16,244
1702
– –
0
1703
– –
-7,752
1704
– –
-29,668
1705
– –
-6,449
1706
– –
-3,882
1707
– –
-14,530
1708
– –
-18,634
1709
– –
-11,102
1710
– –
-16,603
1711
– –
-11,900
1712
– –
-13,819
1713
– –
-16,500
1714
– –
-2,064
1715
– –
-3,579
1716
– –
-21,439
1717
– –
-7,920
1718
– –
-4,875
1719
– –
-10,403
1720
– –
-1,315
1721
– –
-25,900
1722
– –
-4,504
1723
– –
-30,485
1724
– –
-354,272
1725
– –
-61,492
67 68
69
70 71