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
$359M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.48M
3
+$3.13M
4
BAC icon
Bank of America
BAC
+$3.1M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.88M

Top Sells

1
+$6.23M
2
+$3.24M
3
+$2.54M
4
WM icon
Waste Management
WM
+$2.4M
5
ZBH icon
Zimmer Biomet
ZBH
+$2.37M

Sector Composition

1 Financials 19.26%
2 Healthcare 9.44%
3 Technology 7.65%
4 Energy 7.52%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$71.6K 0.02%
1,550
252
$70.7K 0.02%
+2,100
253
$70K 0.02%
1,000
-50
254
$68.3K 0.02%
1,634
-105
255
$67.4K 0.02%
2,450
-50
256
$64K 0.02%
950
-1,150
257
$63.3K 0.02%
250
258
$62.8K 0.02%
1,590
+723
259
$62.4K 0.02%
1,100
+50
260
$61.6K 0.02%
650
+50
261
$60.1K 0.02%
400
262
$59.4K 0.02%
+50
263
$58.4K 0.02%
+950
264
$56.4K 0.02%
550
-600
265
$54.5K 0.02%
+13,650
266
$54K 0.02%
+950
267
$53.4K 0.01%
+1,550
268
$51.7K 0.01%
300
269
$51K 0.01%
1,000
-200
270
$50.7K 0.01%
+1,400
271
$49.1K 0.01%
+300
272
$49K 0.01%
+800
273
$48.8K 0.01%
+1,700
274
$46.6K 0.01%
300
-50
275
$46K 0.01%
+1,250
9 10
11
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