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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
$4.32B
AUM Growth
+$937M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,250
New
Increased
Reduced
Closed

Top Buys

1
+$88.5M
2
+$43.1M
3
+$42.7M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$35.7M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$32.1M

Top Sells

1
+$245M
2
+$70.1M
3
+$43.5M
4
GD icon
General Dynamics
GD
+$43.2M
5
LHX icon
L3Harris
LHX
+$39.3M

Sector Composition

1 Financials 17.97%
2 Technology 13.89%
3 Consumer Discretionary 11.15%
4 Industrials 10.66%
5 Energy 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
0
1977
– –
-5,089
1978
– –
-20,426
1979
– –
-13,000
1980
– –
-33,518
1981
– –
-107,524
1982
– –
-38,007
1983
– –
-5,560
1984
– –
-7,336
1985
– –
-9,309
1986
– –
-10,945
1987
– –
-169,300
1988
– –
-19,289
1989
– –
-18,596
1990
– –
-36,648
1991
– –
-16,737
1992
– –
-12,354
1993
– –
-13,232
1994
– –
-20,651
1995
– –
-14,341
1996
– –
-27,988
1997
– –
-12,949
1998
– –
-7,762
1999
– –
-51,322
2000
– –
-20,487
78 79
80
81 82