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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
1826
– –
-6,574
1827
– –
-35,941
1828
– –
-8,178
1829
– –
-11,100
1830
– –
-9,764
1831
– –
-57,532
1832
– –
-25,548
1833
– –
-27,414
1834
– –
-43,621
1835
– –
-7,650
1836
– –
-14,820
1837
– –
-57,678
1838
– –
-32,359
1839
– –
-52,170
1840
– –
-5,574
1841
– –
-11,169
1842
– –
-10,338
1843
– –
-31,820
1844
– –
-20,138
1845
– –
-11,523
1846
– –
-275,348
1847
– –
-16,130
1848
– –
-11,428
1849
– –
-57,561
1850
– –
-6,753
72 73
74
75 76