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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
$988M
AUM Growth
-$3.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,087
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$17.8M
3
+$16.2M
4
F icon
Ford
F
+$15.4M
5
FREE
Whole Earth Brands, Inc. Class A Common Stock
FREE
+$14.4M

Top Sells

1
+$81.5M
2
+$70.7M
3
+$58.5M
4
AAPL icon
Apple
AAPL
+$57.4M
5
JPM icon
JPMorgan Chase
JPM
+$55.2M

Sector Composition

1 Technology 14.97%
2 Consumer Discretionary 11.12%
3 Healthcare 10.9%
4 Financials 8.96%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-5,137
2027
– –
-10,020
2028
– –
-52,876
2029
– –
-98,039
2030
– –
-6,850
2031
– –
-80,346
2032
– –
-21,098
2033
– –
-11,844
2034
– –
-2,005,966
2035
– –
-13,137
2036
– –
-6,048
2037
– –
-22,932
2038
– –
-8,989
2039
– –
-39,724
2040
– –
-11,563
2041
– –
-16,400
2042
– –
-129,660
2043
– –
-93,350
2044
– –
-72,121
2045
– –
-26,501
2046
– –
-33,483
2047
– –
-20,386
2048
– –
-144,624
2049
– –
-16,545
2050
– –
-4,734
80 81
82
83 84