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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
1976
– –
-28,939
1977
– –
-5,860
1978
– –
-2,662
1979
– –
-6,085
1980
– –
-21,658
1981
– –
-5,609
1982
– –
-50,192
1983
– –
-6,175
1984
– –
-18,227
1985
– –
-19,270
1986
– –
-1,564
1987
– –
-1,104
1988
– –
-7,344
1989
– –
-13,988
1990
– –
-38,904
1991
– –
-570
1992
– –
-28,392
1993
– –
-25,450
1994
– –
-10,452
1995
– –
-31,278
1996
– –
-363,658
1997
– –
-20,569
1998
– –
-29,363
1999
– –
-4,258
2000
– –
-10,938
78 79
80
81 82