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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
$3.12B
AUM Growth
+$200M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,903
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$43.5M
3
+$32.6M
4
NKTR icon
Nektar Therapeutics
NKTR
+$31.8M
5
JPM icon
JPMorgan Chase
JPM
+$27.4M

Top Sells

1
+$114M
2
+$58.9M
3
+$51.4M
4
CCI icon
Crown Castle
CCI
+$50.5M
5
SBAC icon
SBA Communications
SBAC
+$44M

Sector Composition

1 Healthcare 15.12%
2 Technology 14.77%
3 Financials 10.72%
4 Energy 7.91%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
– –
-3,421
1752
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-7,715
1753
– –
-19,914
1754
– –
-17,106
1755
– –
-23,003
1756
– –
-6,150
1757
– –
-17,272
1758
– –
-22,934
1759
– –
-57,874
1760
– –
-31,982
1761
– –
-8,461
1762
– –
-26,200
1763
– –
0
1764
– –
-10,765
1765
– –
-4,500
1766
– –
-40,435
1767
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-2,262
1768
– –
-10,645
1769
– –
-6,816
1770
– –
-24,200
1771
– –
-35,442
1772
– –
-14,892
1773
– –
-37,041
1774
– –
-15,400
1775
– –
-16,083
69 70
71
72 73