PAM
Paradigm Asset Management Portfolio holdings
AUM
$405M
This Quarter Return
+5.62%
1 Year Return
+15.78%
3 Year Return
+47.15%
5 Year Return
+99.02%
10 Year Return
+216.38%
AUM
$336M
AUM Growth
+$336M
(+10%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
3.01%
Top 10 Holdings %
Top 10 Hldgs %
12.27%
Holding
390
New
28
Increased
144
Reduced
31
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$306K |
| 2 |
JPMorgan Chase
JPM
|
$265K |
| 3 |
AT&T
T
|
$221K |
| 4 |
Exxon Mobil
XOM
|
$216K |
| 5 |
Pfizer
PFE
|
$202K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$187K |
| 2 |
Ameren
AEE
|
$156K |
| 3 |
Tri Pointe Homes
TPH
|
$132K |
| 4 |
Teradyne
TER
|
$122K |
| 5 |
Casey's General Stores
CASY
|
$113K |
Sector Composition
| 1 | Financials | 18.31% |
| 2 | Healthcare | 9.65% |
| 3 | Technology | 7.51% |
| 4 | Consumer Staples | 6.81% |
| 5 | Energy | 6.08% |
