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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
$3.38B
AUM Growth
+$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,206
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$15.9M
3
+$15.5M
4
MS icon
Morgan Stanley
MS
+$15.4M
5
SBUX icon
Starbucks
SBUX
+$15M

Top Sells

1
+$58.2M
2
+$14M
3
+$12.4M
4
DHR icon
Danaher
DHR
+$11.8M
5
AMAT icon
Applied Materials
AMAT
+$11M

Sector Composition

1 Technology 11.3%
2 Financials 11.22%
3 Consumer Discretionary 9.14%
4 Industrials 7.82%
5 Healthcare 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-26,018
1977
– –
-3,887
1978
– –
-62,150
1979
– –
-12,523
1980
– –
-2,271
1981
– –
-3,752
1982
– –
-48,463
1983
– –
-11,100
1984
– –
-207,000
1985
– –
-68,603
1986
– –
-139,709
1987
– –
-1,836
1988
– –
-3,902
1989
– –
-5,539
1990
– –
-6,143
1991
– –
-13,039
1992
– –
-3,430
1993
– –
-25,608
1994
– –
-13,453
1995
– –
-25,457
1996
– –
-270
1997
– –
-14,900
1998
– –
-5,181
1999
– –
-60,300
2000
– –
-9,887
78 79
80
81 82