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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
1926
– –
-4,330
1927
– –
-10,750
1928
– –
-20,255
1929
– –
-2,143
1930
– –
-20,141
1931
– –
-2,253
1932
– –
-4,160
1933
– –
-8,537
1934
– –
-14,241
1935
– –
-1,622
1936
– –
-6,385
1937
– –
-84,099
1938
– –
-12,809
1939
– –
-9,645
1940
– –
-8,476
1941
– –
-7,976
1942
– –
-7,686
1943
– –
-3,959
1944
– –
-5,568
1945
– –
-1,027
1946
– –
-8,688
1947
– –
-13,760
1948
– –
-5,614
1949
– –
-3,584
1950
– –
-4,176
76 77
78
79 80