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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
1701
– –
-13,398
1702
– –
-26,555
1703
– –
-200,522
1704
– –
-68,706
1705
– –
-3,348
1706
– –
-31,464
1707
– –
-3,488
1708
– –
-1,422
1709
– –
0
1710
– –
0
1711
– –
0
1712
– –
-16,322
1713
– –
-53,939
1714
– –
-1,615
1715
– –
0
1716
– –
0
1717
– –
-11,004
1718
– –
0
1719
– –
0
1720
– –
-16,693
1721
– –
-116,770
1722
– –
0
1723
– –
-11,984
1724
– –
-19,750
1725
– –
-1,339
67 68
69
70 71