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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
2026
– –
-21,717
2027
– –
-10,550
2028
– –
-96,900
2029
– –
-101,109
2030
– –
-45,620
2031
– –
-2,985
2032
– –
-313,679
2033
– –
-303,900
2034
– –
-44,961
2035
– –
-16,297
2036
– –
-15,139
2037
– –
-12,793
2038
– –
-22,869
2039
– –
-8,813
2040
– –
-403
2041
– –
-22,462
2042
– –
-15,333
2043
– –
-35,745
2044
– –
-142,050
2045
– –
-11,154
2046
– –
-150,400
2047
– –
-90
2048
– –
-7,068
2049
– –
-9,811
2050
– –
-26,273
80 81
82
83 84