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
$324M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.4M
3
+$1.4M
4
NVDA icon
NVIDIA
NVDA
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.19M

Top Sells

1
+$562K
2
+$555K
3
+$527K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$518K
5
JPM icon
JPMorgan Chase
JPM
+$499K

Sector Composition

1 Financials 14.39%
2 Healthcare 11.36%
3 Technology 8.62%
4 Consumer Staples 6.59%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$61.7K 0.02%
+2,350
252
$58.5K 0.02%
+1,200
253
$57.8K 0.02%
+3,300
254
$55.9K 0.02%
+1,650
255
$54.1K 0.02%
+1,504
256
$52.8K 0.02%
+4,450
257
$51.6K 0.02%
+2,200
258
$49.8K 0.02%
+600
259
$48.2K 0.01%
+3,550
260
$46.5K 0.01%
+5,150
261
$45.2K 0.01%
+130
262
$43.4K 0.01%
+2,350
263
$42.3K 0.01%
+4,700
264
$37.1K 0.01%
3,680
+2,850
265
$32.1K 0.01%
+7,250
266
$25.1K 0.01%
+4,150
267
$17K 0.01%
+6,350
268
$218 ﹤0.01%
+1,300
269
– –
-600
270
– –
-600
271
– –
-800
272
– –
-800
273
– –
-90
274
– –
-5,400
275
– –
-750
9 10
11
12 13