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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
$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
1801
– –
-3,485
1802
– –
-3,765
1803
– –
-5,472
1804
– –
-42,926
1805
– –
-14,046
1806
– –
-6,332
1807
– –
-31,689
1808
– –
-44,975
1809
– –
-7,571
1810
– –
-13,540
1811
– –
-105,049
1812
– –
-329,560
1813
– –
-4,029
1814
– –
-29,339
1815
– –
-3,108
1816
– –
-19,105
1817
– –
-52,816
1818
– –
-10,629
1819
– –
-21,549
1820
– –
-5,881
1821
– –
-16,232
1822
– –
-113,088
1823
– –
-11,432
1824
– –
-13,165
1825
– –
-8,947
70 71 72
73
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