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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
$3.18B
AUM Growth
-$597M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,023
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$24.3M
3
+$14.8M
4
EQT icon
EQT Corp
EQT
+$13.7M
5
PBA icon
Pembina Pipeline
PBA
+$12.7M

Top Sells

1
+$59M
2
+$41M
3
+$30.5M
4
AAPL icon
Apple
AAPL
+$24.4M
5
TRI icon
Thomson Reuters
TRI
+$20.6M

Sector Composition

1 Financials 10.27%
2 Industrials 9.88%
3 Technology 8.96%
4 Consumer Discretionary 8.48%
5 Healthcare 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-26,363
1977
– –
-30,953
1978
– –
-44,928
1979
– –
-18,700
1980
– –
-8,200
1981
– –
-96,712
1982
– –
-10,212
1983
– –
-449
1984
– –
-39,348
1985
– –
-1,341
1986
– –
-241,055
1987
– –
-13,458
1988
– –
-26,195
1989
– –
-6,884
1990
– –
-115,344
1991
– –
-42,849
1992
– –
-22,935
1993
– –
-13,097
1994
– –
-53,560
1995
– –
-8,984
1996
– –
-4,584
1997
– –
-4,221
1998
– –
-10,906
1999
– –
-7,300
2000
– –
-16,400
77 78 79
80
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