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
$324M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.4M
3
+$1.4M
4
NVDA icon
NVIDIA
NVDA
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.19M

Top Sells

1
+$562K
2
+$555K
3
+$527K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$518K
5
JPM icon
JPMorgan Chase
JPM
+$499K

Sector Composition

1 Financials 14.39%
2 Healthcare 11.36%
3 Technology 8.62%
4 Consumer Staples 6.59%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$149K 0.05%
+3,900
227
$145K 0.04%
+750
228
$141K 0.04%
+5,400
229
$135K 0.04%
+1,300
230
$131K 0.04%
450
+50
231
$130K 0.04%
+3,450
232
$129K 0.04%
+3,750
233
$118K 0.04%
+900
234
$116K 0.04%
+2,350
235
$115K 0.04%
4,000
+1,800
236
$111K 0.03%
+1,950
237
$97.9K 0.03%
+1,600
238
$87.4K 0.03%
+2,100
239
$85.6K 0.03%
+2,200
240
$84K 0.03%
+1,000
241
$83.5K 0.03%
+450
242
$81.4K 0.03%
+1,350
243
$81.4K 0.03%
+1,800
244
$76.9K 0.02%
+750
245
$72.7K 0.02%
+5,200
246
$69.5K 0.02%
+2,602
247
$67.8K 0.02%
+6,350
248
$66.4K 0.02%
+1,900
249
$62.1K 0.02%
1,353
+1
250
$62K 0.02%
+2,627
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