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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
2126
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2127
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-25,976
2128
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-2,291
2129
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-2,963
2130
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-20,599
2131
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-50,009
2132
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-22,895
2133
– –
-4,699
2134
– –
-13,050
2135
– –
-17,497
2136
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-10,703
2137
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-6,036
2138
– –
-66,797
2139
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-24,892
2140
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-23,570
2141
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-5,653
2142
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-15,701
2143
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-128,582
2144
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-21,966
2145
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-107,101
2146
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-2,029
2147
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-8
2148
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-10,914
2149
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-4,041
2150
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-1,830
84 85
86
87 88