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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
$3.38B
AUM Growth
-$622M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,066
New
Increased
Reduced
Closed

Top Buys

1
+$231M
2
+$69.7M
3
+$50.6M
4
GD icon
General Dynamics
GD
+$47.9M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$42.2M

Top Sells

1
+$93.6M
2
+$74M
3
+$68.8M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$63.2M
5
HD icon
Home Depot
HD
+$63M

Sector Composition

1 Financials 17.41%
2 Technology 13.63%
3 Industrials 12.82%
4 Consumer Discretionary 9.44%
5 Healthcare 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-495,449
1927
– –
-4,193
1928
– –
-30,003
1929
– –
-3,700
1930
– –
-6,575
1931
– –
-2,450
1932
– –
-18,464
1933
– –
-6,409
1934
– –
-11,758
1935
– –
-15,000
1936
– –
-3,940
1937
– –
-13,770
1938
– –
-8,995
1939
– –
-92,748
1940
– –
-50,700
1941
– –
-76,500
1942
– –
-85,364
1943
– –
-19,646
1944
– –
-35,000
1945
– –
-12,081
1946
– –
-3,313
1947
– –
-67,500
1948
– –
-25,532
1949
– –
-6,286
1950
– –
-3,253
76 77
78
79 80