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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
$2.78B
AUM Growth
-$1.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,439
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$21.9M
3
+$20.5M
4
CVNA icon
Carvana
CVNA
+$20.4M
5
ETSY icon
Etsy
ETSY
+$19.6M

Top Sells

1
+$86.8M
2
+$72.6M
3
+$55.7M
4
JPM icon
JPMorgan Chase
JPM
+$49.2M
5
TDOC icon
Teladoc Health
TDOC
+$43.1M

Sector Composition

1 Technology 13.27%
2 Financials 12%
3 Industrials 11.33%
4 Consumer Discretionary 11.21%
5 Healthcare 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-45,700
1952
– –
-56,000
1953
– –
-5,577
1954
– –
-16,385
1955
– –
-77,112
1956
– –
-13,272
1957
– –
-47,422
1958
– –
-11,217
1959
– –
-5,391
1960
– –
-32,591
1961
– –
-30,273
1962
– –
-4,127
1963
– –
-31,183
1964
– –
-43,978
1965
– –
-22
1966
– –
-13,282
1967
– –
-37,154
1968
– –
-3,984
1969
– –
-286,105
1970
– –
-43,003
1971
– –
-8,432
1972
– –
-2,520
1973
– –
-17,532
1974
– –
-10,122
1975
– –
-58,800
77 78
79
80 81