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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
1976
– –
-316,742
1977
– –
-18,256
1978
– –
-24,119
1979
– –
-100,567
1980
– –
-164,500
1981
– –
-237,979
1982
– –
-35
1983
– –
-10,305
1984
– –
-13,625
1985
– –
-19,535
1986
– –
-53,219
1987
– –
-16,169
1988
– –
-54,102
1989
– –
-30,975
1990
– –
-19,600
1991
– –
-12,572
1992
– –
-41,700
1993
– –
-136,392
1994
– –
-12,042
1995
– –
-69,583
1996
– –
-11,133
1997
– –
-84,896
1998
– –
-12,229
1999
– –
-166,499
2000
– –
-57,253
78 79
80
81 82