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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
2026
– –
-34,010
2027
– –
-64,398
2028
– –
-9,729
2029
– –
-1,447
2030
– –
-6,264
2031
– –
-26,569
2032
– –
-8,408
2033
– –
-5,974
2034
– –
-12,895
2035
– –
-21,037
2036
– –
-18,926
2037
– –
-2,216
2038
– –
-5,760
2039
– –
-10,839
2040
– –
-18,959
2041
– –
-37,756
2042
– –
-28,589
2043
– –
-2,503
2044
– –
-898
2045
– –
-3,325
2046
– –
-11,028
2047
– –
-10,000
2048
– –
-13,074
2049
– –
-4,511
2050
– –
-32,768
80 81
82
83 84