We are live on ! Find out more
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
$3.8B
AUM Growth
+$420M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$21.3M
3
+$20.8M
4
MCHP icon
Microchip Technology
MCHP
+$20.1M
5
MNST icon
Monster Beverage
MNST
+$19.7M

Top Sells

1
+$19.4M
2
+$17.1M
3
+$15.4M
4
RTX icon
RTX Corp
RTX
+$14.7M
5
JPM icon
JPMorgan Chase
JPM
+$14.7M

Sector Composition

1 Technology 10.27%
2 Consumer Discretionary 7.82%
3 Financials 7.59%
4 Industrials 7.02%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-1,294
1852
– –
0
1853
– –
-3,118
1854
– –
-8,228
1855
– –
-70,707
1856
– –
-4,124
1857
– –
-3,363
1858
– –
-10,500
1859
– –
-11,960
1860
– –
-13,021
1861
– –
-7,615
1862
– –
-7,453
1863
– –
-7,257
1864
– –
-2,772
1865
– –
-88,300
1866
– –
-3,680
1867
– –
0
1868
– –
-18,201
1869
– –
-19,245
1870
– –
-12,106
1871
– –
-39,905
1872
– –
-60,970
1873
– –
-15,768
1874
– –
-14,492
1875
– –
-5,070
73 74
75
76 77