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
$300M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$103K
2
+$93K
3
+$91.2K
4
SNY icon
Sanofi
SNY
+$76K
5
BTI icon
British American Tobacco
BTI
+$71K

Top Sells

1
+$318K
2
+$192K
3
+$189K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$172K
5
JPM icon
JPMorgan Chase
JPM
+$136K

Sector Composition

1 Financials 11.02%
2 Healthcare 9.88%
3 Energy 8.86%
4 Industrials 7.39%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$52.6K 0.02%
+4,900
227
$48.9K 0.02%
12,484
+3,300
228
$45.7K 0.02%
4,763
229
$43.6K 0.01%
+2,000
230
$40.6K 0.01%
+500
231
$37.8K 0.01%
+1,900
232
$35.6K 0.01%
3,680
233
$34.6K 0.01%
+6,300
234
$34K 0.01%
+200
235
$32.4K 0.01%
+2,500
236
$29.4K 0.01%
+1,000
237
$29.2K 0.01%
+1,000
238
$27.8K 0.01%
+400
239
$26.6K 0.01%
+5,900
240
$26.4K 0.01%
+3,100
241
$24.7K 0.01%
+1,300
242
$23.7K 0.01%
+1,100
243
$23.4K 0.01%
+1,000
244
$23.4K 0.01%
+400
245
$22.7K 0.01%
787
246
$21.2K 0.01%
+1,500
247
$21.2K 0.01%
+1,100
248
$20.1K 0.01%
+1,800
249
$19.2K 0.01%
+1,500
250
$18.7K 0.01%
+4,200
7 8 9
10
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