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
$340M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$223K
2
+$216K
3
+$193K
4
AON icon
Aon
AON
+$184K
5
EMN icon
Eastman Chemical
EMN
+$171K

Top Sells

1
+$437K
2
+$375K
3
+$365K
4
XOM icon
Exxon Mobil
XOM
+$267K
5
MCK icon
McKesson
MCK
+$240K

Sector Composition

1 Financials 19.36%
2 Healthcare 9.21%
3 Technology 8.1%
4 Energy 7.25%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$51.8K 0.02%
1,300
-100
252
$51.2K 0.02%
+50
253
$51.2K 0.02%
600
-100
254
$48.6K 0.01%
1,200
255
$47.3K 0.01%
250
-50
256
$42.7K 0.01%
1,150
+50
257
$41.9K 0.01%
600
+50
258
$40.6K 0.01%
300
-150
259
$40.5K 0.01%
1,050
+50
260
$40.3K 0.01%
1,388
-2,100
261
$38K 0.01%
1,200
-450
262
$36.9K 0.01%
1,000
-550
263
$36.7K 0.01%
350
-100
264
$35.7K 0.01%
1,150
+150
265
$35.5K 0.01%
2,500
-2,500
266
$32.7K 0.01%
550
267
$32.1K 0.01%
750
-1,400
268
$31.1K 0.01%
150
-150
269
$30.4K 0.01%
300
-300
270
$29.8K 0.01%
250
-500
271
$29.8K 0.01%
600
-600
272
$29.6K 0.01%
1,000
-1,650
273
$29.4K 0.01%
300
274
$29.1K 0.01%
250
-750
275
$29.1K 0.01%
300
-250
9 10
11
12 13