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
$394M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$907K
3
+$904K
4
WTW icon
Willis Towers Watson
WTW
+$825K
5
UL icon
Unilever
UL
+$713K

Top Sells

1
+$2.1M
2
+$1.33M
3
+$910K
4
MSFT icon
Microsoft
MSFT
+$610K
5
AMZN icon
Amazon
AMZN
+$586K

Sector Composition

1 Technology 14.46%
2 Financials 12.64%
3 Healthcare 8.82%
4 Industrials 7.43%
5 Consumer Discretionary 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$97.6K 0.02%
2,300
-700
252
$97.2K 0.02%
6,118
253
$97.1K 0.02%
1,266
254
$97K 0.02%
1,038
255
$93.3K 0.02%
913
256
$92.6K 0.02%
480
257
$86.7K 0.02%
671
258
$86.7K 0.02%
4,500
259
$86.5K 0.02%
2,300
260
$83.5K 0.02%
1,457
261
$83.4K 0.02%
451
262
$82.9K 0.02%
7,000
263
$77.2K 0.02%
1,800
264
$75K 0.02%
1,118
265
$74.8K 0.02%
5,231
266
$73.3K 0.02%
357
267
$71.3K 0.02%
415
268
$70.7K 0.02%
778
269
$69.9K 0.02%
504
270
$68.8K 0.02%
1,000
271
$67.9K 0.02%
1,824
272
$63.5K 0.02%
1,749
273
$63.3K 0.02%
6,700
274
$62K 0.02%
8,100
275
$61K 0.02%
497
9 10
11
12 13