PP

Paloma Partners Portfolio holdings

AUM $291M
1-Year Est. Return 260%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+260%
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 +$18.5M
2 +$15.9M
3 +$15.5M
4
MS icon
Morgan Stanley
MS
+$15.4M
5
SBUX icon
Starbucks
SBUX
+$15M

Top Sells

1 +$58.2M
2 +$14M
3 +$12.4M
4
DHR icon
Danaher
DHR
+$11.8M
5
AMAT icon
Applied Materials
AMAT
+$11M

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
2176
0
2177
-27,377
2178
-14,735
2179
-2,415