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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
$988M
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,087
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$17.8M
3
+$16.2M
4
F icon
Ford
F
+$15.4M
5
FREE
Whole Earth Brands, Inc. Class A Common Stock
FREE
+$14.4M

Top Sells

1
+$81.5M
2
+$70.7M
3
+$58.5M
4
AAPL icon
Apple
AAPL
+$57.4M
5
JPM icon
JPMorgan Chase
JPM
+$55.2M

Sector Composition

1 Technology 14.97%
2 Consumer Discretionary 11.12%
3 Healthcare 10.9%
4 Financials 8.96%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-41,363
1952
– –
-15,505
1953
– –
-19,576
1954
– –
-49,812
1955
– –
-32,097
1956
– –
-21,216
1957
– –
-45,390
1958
– –
-34,568
1959
– –
-5,400
1960
– –
-109,468
1961
– –
-25,680
1962
– –
-19,674
1963
– –
-10,883
1964
– –
-10,523
1965
– –
-7,961
1966
– –
-15,375
1967
– –
-14,638
1968
– –
-14,650
1969
– –
-2,461
1970
– –
-27,400
1971
– –
-438,030
1972
– –
-26,099
1973
– –
-36,147
1974
– –
-5,539
1975
– –
-52,371
77 78
79
80 81