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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
$1.32B
AUM Growth
-$1.83B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,031
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.1M
3
+$6.53M
4
DIS icon
Walt Disney
DIS
+$4.76M
5
BAX icon
Baxter International
BAX
+$4.73M

Top Sells

1
+$22.9M
2
+$20M
3
+$18.2M
4
JPM icon
JPMorgan Chase
JPM
+$18.1M
5
LHX icon
L3Harris
LHX
+$17.2M

Sector Composition

1 Financials 12.71%
2 Technology 11.31%
3 Industrials 8.61%
4 Consumer Discretionary 7.57%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-33,705
1927
– –
-33,826
1928
– –
-65
1929
– –
-29,300
1930
– –
-4,936
1931
– –
-2,316
1932
– –
-10,765
1933
– –
-1,049
1934
– –
-57,777
1935
– –
-2,400
1936
– –
0
1937
– –
-23,814
1938
– –
-10,110
1939
– –
-55,790
1940
– –
-4,601
1941
– –
-6,731
1942
– –
-2,498
1943
– –
-3,461
1944
– –
-82,374
1945
– –
-7,765
1946
– –
-3,975
1947
– –
-68,780
1948
– –
-12,438
1949
– –
-63,391
1950
– –
-3,795
76 77
78
79 80