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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
$3.8B
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
1876
– –
-11,174
1877
– –
-5,677
1878
– –
-12,200
1879
– –
-11,205
1880
– –
-588
1881
– –
-47,261
1882
– –
-15,852
1883
– –
-12,666
1884
– –
-5,022
1885
– –
-4,579
1886
– –
-8,540
1887
– –
-60,771
1888
– –
-2,955
1889
– –
-9,268
1890
– –
-35,714
1891
– –
-13,311
1892
– –
-15,394
1893
– –
-10,183
1894
– –
-15,506
1895
– –
-178,091
1896
– –
-2,500
1897
– –
-8,059
1898
– –
-15,742
1899
– –
-6,049
1900
– –
-10,513
74 75
76
77 78