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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
2001
– –
-3,421
2002
– –
-8,436
2003
– –
-29,499
2004
– –
-7,323
2005
– –
-1,767
2006
– –
-1,634
2007
– –
-2,884
2008
– –
-51,493
2009
– –
-7,919
2010
– –
-27,073
2011
– –
0
2012
– –
-8,750
2013
– –
-1,636
2014
– –
-99,383
2015
– –
-11,655
2016
– –
-3,005
2017
– –
-41,639
2018
– –
-4,743
2019
– –
-784
2020
– –
-10,612
2021
– –
-18,719
2022
– –
-30,847
2023
– –
-3,220
2024
– –
-3,575
2025
– –
-3,785
79 80
81
82 83