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
1901
– –
-2,532
1902
– –
-26,301
1903
– –
-13,117
1904
– –
-3,572
1905
– –
-16,589
1906
– –
-15,461
1907
– –
-15,140
1908
– –
-3,389
1909
– –
-19,427
1910
– –
-3,225
1911
– –
-29,313
1912
– –
-40,300
1913
– –
-18,627
1914
– –
-5,349
1915
– –
-9,634
1916
– –
-16,134
1917
– –
-12,529
1918
– –
-20,627
1919
– –
-11,556
1920
– –
-4,532
1921
– –
-20,338
1922
– –
-31,137
1923
– –
-13,356
1924
– –
-1,469
1925
– –
-16,000
75 76
77
78 79