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
2376
– –
-13,621
2377
– –
-35,574
2378
– –
-12,878
2379
– –
-16,458
2380
– –
-13,955
2381
– –
-57,033
2382
– –
-15,920
2383
– –
-32,063
2384
– –
-633
2385
– –
-11,943
2386
– –
-47,563
2387
– –
-14,393
2388
– –
-8,707
2389
– –
-6,211
2390
– –
-94,064
2391
– –
-35,356
2392
– –
-2,480
2393
– –
-76,183
2394
– –
-11,711
2395
– –
-18,700
2396
– –
-12,750
2397
– –
-33,095
2398
– –
-31,989
2399
– –
-14,000
2400
– –
-48,306
93 94 95
96
97