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
$356M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.17M
3
+$4M
4
CVX icon
Chevron
CVX
+$3.52M
5
AAPL icon
Apple
AAPL
+$3.43M

Top Sells

1
+$9.13M
2
+$3.75M
3
+$3.69M
4
CI icon
Cigna
CI
+$3.26M
5
NOV icon
NOV
NOV
+$3.06M

Sector Composition

1 Financials 13.14%
2 Healthcare 10.72%
3 Technology 8.72%
4 Industrials 7.54%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89K 0.03%
32,722
227
$88.2K 0.02%
8,932
228
$84.1K 0.02%
8,314
229
$83.3K 0.02%
3,152
-45,600
230
$82.9K 0.02%
5,835
231
$82.4K 0.02%
1,429
-24
232
$81.5K 0.02%
398
-5,500
233
$81.4K 0.02%
1,200
234
$79.7K 0.02%
721
-9,400
235
$79.4K 0.02%
963
-12,200
236
$78.6K 0.02%
480
-6,900
237
$76.9K 0.02%
2,575
-38,918
238
$72.9K 0.02%
4,544
239
$71.3K 0.02%
1,088
-15,400
240
$70.5K 0.02%
1,400
241
$69.8K 0.02%
1,504
-14,500
242
$69.3K 0.02%
993
-16,400
243
$68.7K 0.02%
419
-6,200
244
$66.5K 0.02%
1,168
245
$66.3K 0.02%
551
-8,950
246
$66K 0.02%
1,343
247
$64.3K 0.02%
6,928
248
$63.8K 0.02%
1,556
-22,400
249
$63.1K 0.02%
1,924
-31,660
250
$63K 0.02%
4,900
8 9
10
11 12