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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
1851
– –
-6,903
1852
– –
-638
1853
– –
-405,213
1854
– –
-49,376
1855
– –
-11,737
1856
– –
-50,086
1857
– –
-12,808
1858
– –
-35,986
1859
– –
-47,834
1860
– –
-12,476
1861
– –
-4,276
1862
– –
-55,716
1863
– –
-5,300
1864
– –
-113,266
1865
– –
-41,062
1866
– –
0
1867
– –
-192,263
1868
– –
-28,305
1869
– –
-4,032
1870
– –
-12,655
1871
– –
-23,628
1872
– –
-30,788
1873
– –
-16,720
1874
– –
-691,782
1875
– –
-9,140
72 73 74
75
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