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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
$2.43B
AUM Growth
-$355M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,226
New
Increased
Reduced
Closed

Top Buys

1
+$56.5M
2
+$13.9M
3
+$13.6M
4
FIS icon
Fidelity National Information Services
FIS
+$12.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$12M

Top Sells

1
+$36.2M
2
+$30.5M
3
+$26.2M
4
LLY icon
Eli Lilly
LLY
+$26.2M
5
CVNA icon
Carvana
CVNA
+$25.6M

Sector Composition

1 Technology 13.92%
2 Consumer Discretionary 10.07%
3 Financials 7.62%
4 Industrials 6.93%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-7,553
1952
– –
-5,627
1953
– –
-244,958
1954
– –
-12,385
1955
– –
-12,059
1956
– –
-6,732
1957
– –
-22,868
1958
– –
-9,633
1959
– –
-82,014
1960
– –
-15,186
1961
– –
-4,524
1962
– –
-33,008
1963
– –
-15,972
1964
– –
-33,304
1965
– –
-50,022
1966
– –
-18,726
1967
– –
-30,235
1968
– –
-18,514
1969
– –
0
1970
– –
-6,473
1971
– –
-18,439
1972
– –
-10,626
1973
– –
-33,480
1974
– –
-10,889
1975
– –
-21,879
77 78
79
80 81