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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
2001
– –
-12,513
2002
– –
-200,900
2003
– –
-67,066
2004
– –
-4,359
2005
– –
-10,900
2006
– –
-2,193
2007
– –
-32,037
2008
– –
-20,650
2009
– –
-10,239
2010
– –
-18,215
2011
– –
-987,371
2012
– –
-135,350
2013
– –
-23,067
2014
– –
-26,659
2015
– –
-78,476
2016
– –
-85,806
2017
– –
0
2018
– –
-215,585
2019
– –
-2,500,000
2020
– –
-286,635
2021
– –
-2,778,606
2022
– –
-1,444,999
2023
– –
-33,198
2024
– –
-63,257
2025
– –
-141,300
79 80
81
82 83