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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
$3.78B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,039
New
Increased
Reduced
Closed

Top Buys

1
+$69M
2
+$64.6M
3
+$49.5M
4
IBB icon
iShares Biotechnology ETF
IBB
+$38.1M
5
AAPL icon
Apple
AAPL
+$29.3M

Top Sells

1
+$75.8M
2
+$55.1M
3
+$26.2M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$24.5M
5
GE icon
GE Aerospace
GE
+$22.3M

Sector Composition

1 Financials 12.23%
2 Industrials 10.49%
3 Technology 10.05%
4 Healthcare 7.81%
5 Consumer Discretionary 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-13,682
1927
– –
-15,800
1928
– –
0
1929
– –
-56,475
1930
– –
-77,805
1931
– –
-21,229
1932
– –
-27,200
1933
– –
0
1934
– –
-168,301
1935
– –
-7,578
1936
– –
-13,940
1937
– –
-16,542
1938
– –
-10,700
1939
– –
-387,726
1940
– –
-54,948
1941
– –
-11,660
1942
– –
-90,233
1943
– –
-5,630
1944
– –
-11,567
1945
– –
-7,000
1946
– –
-72,135
1947
– –
-13,494
1948
– –
-15,116
1949
– –
-24,744
1950
– –
-29,783
76 77
78
79 80