PP

Paloma Partners Portfolio holdings

AUM $503M
1-Year Est. Return 201.02%
This Quarter Est. Return
1 Year Est. Return
+201.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.38B
AUM Growth
+$955M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,206
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$16M
3
+$15.6M
4
MS icon
Morgan Stanley
MS
+$15.6M
5
TJX icon
TJX Companies
TJX
+$15.4M

Top Sells

1
+$59.9M
2
+$13.6M
3
+$13.6M
4
AMAT icon
Applied Materials
AMAT
+$13.3M
5
HD icon
Home Depot
HD
+$12.1M

Sector Composition

1 Technology 11.3%
2 Financials 11.22%
3 Consumer Discretionary 9.14%
4 Industrials 7.82%
5 Healthcare 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-13,216
2027
– –
-45,446
2028
– –
-2,238
2029
– –
-11,013
2030
– –
-22,240
2031
– –
-8,842
2032
– –
-3,734
2033
– –
-45,921
2034
– –
-6,481
2035
– –
-5,494
2036
– –
-65,654
2037
– –
-22,686
2038
– –
-2,105
2039
– –
-119
2040
– –
-28,088
2041
– –
-22,631
2042
– –
-3,000
2043
– –
-122,720
2044
– –
-45,834
2045
– –
0
2046
– –
-50,167
2047
– –
0
2048
– –
-7,688
2049
– –
-2,581
2050
– –
-9,000
80 81
82
83 84