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
$310M
AUM Growth
-$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$3.83M
3
+$3.7M
4
PFE icon
Pfizer
PFE
+$3.68M
5
VZ icon
Verizon
VZ
+$3.36M

Top Sells

1
+$2.17M
2
+$2.12M
3
+$2.09M
4
MO icon
Altria Group
MO
+$1.92M
5
BA icon
Boeing
BA
+$1.66M

Sector Composition

1 Financials 20.03%
2 Healthcare 10.19%
3 Technology 7.9%
4 Consumer Staples 7.3%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45K 0.01%
154
-514
252
$44.3K 0.01%
650
+250
253
$43.9K 0.01%
1,400
+700
254
$43.8K 0.01%
450
-150
255
$43.4K 0.01%
1,200
+200
256
$43.2K 0.01%
5,000
-5,000
257
$41.2K 0.01%
1,650
+1,100
258
$40.2K 0.01%
450
-450
259
$37.9K 0.01%
1,000
-600
260
$37.7K 0.01%
1,200
-3,000
261
$36.8K 0.01%
+1,100
262
$36.8K 0.01%
600
-950
263
$36.7K 0.01%
300
264
$35.8K 0.01%
3,000
-9,400
265
$33.9K 0.01%
6,200
266
$33.3K 0.01%
+1,050
267
$32.4K 0.01%
550
-450
268
$32K 0.01%
1,000
-250
269
$31.2K 0.01%
550
+50
270
$26.6K 0.01%
450
-850
271
$26.5K 0.01%
700
272
$26.3K 0.01%
300
-750
273
$25.6K 0.01%
1,600
+200
274
$25.5K 0.01%
450
-200
275
$25K 0.01%
250
9 10
11
12 13