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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
$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
2351
– –
-9,609
2352
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-16,350
2353
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-94,496
2354
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-4,789
2355
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-13,200
2356
– –
-5,062
2357
– –
-29,181
2358
– –
-77
2359
– –
-54,104
2360
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-22,250
2361
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-2,576
2362
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-600,655
2363
– –
-20,850
2364
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-14,918
2365
– –
-28,084
2366
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-29,183
2367
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-25,833
2368
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-3,307
2369
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-66,663
2370
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-26,337
2371
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-37,000
2372
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-6,455
2373
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-12,426
2374
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-10,500
2375
– –
-45,295
93 94
95
96 97