We are live on ! Find out more
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
2226
– –
-9,750
2227
– –
-10,100
2228
– –
-251,900
2229
– –
-4,932
2230
– –
-16,844
2231
– –
-3,066
2232
– –
-36,544
2233
– –
-10,210
2234
– –
-8,113
2235
– –
-13,777
2236
– –
-2,572
2237
– –
-24,992
2238
– –
-68,120
2239
– –
-26,352
2240
– –
-16
2241
– –
-63,770
2242
– –
-43,332
2243
– –
-19,690
2244
– –
-45,554
2245
– –
-9,662
2246
– –
0
2247
– –
-16,410
2248
– –
-10,215
2249
– –
-49,828
2250
– –
-101,048
88 89
90
91 92