PAM
Paradigm Asset Management Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
+14.5%
1 Year Return
+15.78%
3 Year Return
+47.15%
5 Year Return
+99.02%
10 Year Return
+216.38%
AUM
$359M
AUM Growth
+$36.7M
(+11%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
2.82%
Top 10 Holdings %
Top 10 Hldgs %
11.39%
Holding
491
New
111
Increased
46
Reduced
41
Closed
170
Top Buys
| 1 |
JWN
Nordstrom
JWN
|
$4.13M |
| 2 |
Applied Materials
AMAT
|
$3.62M |
| 3 |
United Parcel Service
UPS
|
$2.71M |
| 4 |
Blackrock
BLK
|
$2.6M |
| 5 |
Devon Energy
DVN
|
$2.56M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.56M |
| 2 |
Visa
V
|
$2.4M |
| 3 |
Johnson & Johnson
JNJ
|
$2.33M |
| 4 |
Danaher
DHR
|
$2.2M |
| 5 |
Cisco
CSCO
|
$2.05M |
Sector Composition
| 1 | Technology | 10.87% |
| 2 | Financials | 10.59% |
| 3 | Healthcare | 8.63% |
| 4 | Industrials | 7.79% |
| 5 | Consumer Discretionary | 7.43% |
