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
$356M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.17M
3
+$4M
4
CVX icon
Chevron
CVX
+$3.52M
5
AAPL icon
Apple
AAPL
+$3.43M

Top Sells

1
+$9.13M
2
+$3.75M
3
+$3.69M
4
CI icon
Cigna
CI
+$3.26M
5
NOV icon
NOV
NOV
+$3.06M

Sector Composition

1 Financials 13.14%
2 Healthcare 10.72%
3 Technology 8.72%
4 Industrials 7.54%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$62.5K 0.02%
398
-5,600
252
$59.7K 0.02%
450
-6,700
253
$58.6K 0.02%
4,763
254
$58.4K 0.02%
4,900
255
$57.1K 0.02%
504
-7,500
256
$55.7K 0.02%
2,000
257
$52.2K 0.01%
1,900
258
$51.6K 0.01%
500
259
$50.5K 0.01%
6,300
260
$50.5K 0.01%
407
-5,950
261
$47K 0.01%
3,680
262
$42.4K 0.01%
415
-5,800
263
$42.2K 0.01%
2,500
-35,550
264
$39.4K 0.01%
5,900
265
$39K 0.01%
2,500
266
$38.4K 0.01%
176
-2,600
267
$38.2K 0.01%
1,811
-27,400
268
$38K 0.01%
12,484
269
$37.7K 0.01%
3,100
270
$35.6K 0.01%
200
271
$35.1K 0.01%
1,000
272
$34.2K 0.01%
1,000
273
$30.1K 0.01%
495
-7,200
274
$29.9K 0.01%
1,000
275
$29K 0.01%
1,300
9 10
11
12 13