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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
1951
– –
-5,022
1952
– –
-10,623
1953
– –
-61,585
1954
– –
-4,617
1955
– –
-435
1956
– –
-6,080
1957
– –
-16,431
1958
– –
-14,560
1959
– –
-5,730
1960
– –
-14,757
1961
– –
-2,763
1962
– –
-6,030
1963
– –
-20,704
1964
– –
-17,008
1965
– –
-101,878
1966
– –
-28,435
1967
– –
-12,668
1968
– –
-27,145
1969
– –
-11,299
1970
– –
-28,954
1971
– –
-7,367
1972
– –
-2,827
1973
– –
-2,719
1974
– –
-2,235
1975
– –
-22,050
77 78
79
80 81