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
$300M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$103K
2
+$93K
3
+$91.2K
4
SNY icon
Sanofi
SNY
+$76K
5
BTI icon
British American Tobacco
BTI
+$71K

Top Sells

1
+$318K
2
+$192K
3
+$189K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$172K
5
JPM icon
JPMorgan Chase
JPM
+$136K

Sector Composition

1 Financials 11.02%
2 Healthcare 9.88%
3 Energy 8.86%
4 Industrials 7.39%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$17.9K 0.01%
+2,800
252
$16.3K 0.01%
+600
253
$16K 0.01%
+200
254
$14.8K ﹤0.01%
+700
255
$14.8K ﹤0.01%
+100
256
$14.6K ﹤0.01%
+400
257
$13.9K ﹤0.01%
+1,013
258
$12.8K ﹤0.01%
+500
259
$12.1K ﹤0.01%
+400
260
$10.6K ﹤0.01%
+900
261
$10.1K ﹤0.01%
+1,200
262
$8.42K ﹤0.01%
+600
7 8 9 10
11