PAM

Paradigm Asset Management Portfolio holdings

AUM $435M
1-Year Est. Return 16.67%
This Quarter Est. Return
1 Year Est. Return
+16.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$216K
3
+$193K
4
AON icon
Aon
AON
+$184K
5
EMN icon
Eastman Chemical
EMN
+$171K

Top Sells

1
+$437K
2
+$375K
3
+$365K
4
XOM icon
Exxon Mobil
XOM
+$267K
5
MCK icon
McKesson
MCK
+$240K

Sector Composition

1 Financials 19.36%
2 Healthcare 9.21%
3 Technology 8.1%
4 Energy 7.25%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80.8K 0.02%
18,000
-4,000
227
$79.8K 0.02%
600
-900
228
$77.6K 0.02%
575
-53
229
$77.3K 0.02%
1,700
+350
230
$77.2K 0.02%
4,000
+2,400
231
$75.5K 0.02%
300
-50
232
$73.9K 0.02%
+300
233
$73.8K 0.02%
300
234
$72.2K 0.02%
650
+50
235
$71.7K 0.02%
250
-400
236
$68.4K 0.02%
1,150
-650
237
$67.7K 0.02%
500
+50
238
$67.5K 0.02%
350
-50
239
$66.8K 0.02%
+2,150
240
$65.9K 0.02%
700
-1,250
241
$64.2K 0.02%
+1,350
242
$63.8K 0.02%
750
-300
243
$62.6K 0.02%
600
-50
244
$61.8K 0.02%
1,050
+600
245
$61.6K 0.02%
150
-50
246
$60.2K 0.02%
1,250
+50
247
$57K 0.02%
+1,150
248
$56K 0.02%
3,000
+750
249
$55.8K 0.02%
6,950
+750
250
$52.4K 0.02%
+1,500
8 9
10
11 12