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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
$3.15B
AUM Growth
+$846M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,911
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$21.3M
3
+$19.4M
4
LHX icon
L3Harris
LHX
+$19.2M
5
XOM icon
Exxon Mobil
XOM
+$18.7M

Top Sells

1
+$16.2M
2
+$14.7M
3
+$14M
4
HCA icon
HCA Healthcare
HCA
+$12.2M
5
NEE icon
NextEra Energy
NEE
+$10.7M

Sector Composition

1 Technology 14.69%
2 Financials 11.5%
3 Consumer Discretionary 9.79%
4 Industrials 9.75%
5 Healthcare 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1851
– –
-73,465
1852
– –
-4,019
1853
– –
-7,800
1854
– –
0
1855
– –
-12,495
1856
– –
-6,324
1857
– –
-31,186
1858
– –
-9,938
1859
– –
0
1860
– –
-98,990
1861
– –
-763
1862
– –
-40,968
1863
– –
-19,246
1864
– –
-3,866
1865
– –
-9,690
1866
– –
-131,891
1867
– –
-8,036
1868
– –
-15,908
1869
– –
0
1870
– –
-73,000
1871
– –
-10,551
1872
– –
0
1873
– –
-11,115
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