PAM
Paradigm Asset Management Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
+0.77%
1 Year Return
+15.78%
3 Year Return
+47.15%
5 Year Return
+99.02%
10 Year Return
+216.38%
AUM
$899M
AUM Growth
-$1.48M
(-0.16%)
Cap. Flow
+$4.77M
Cap. Flow
% of AUM
0.53%
Top 10 Holdings %
Top 10 Hldgs %
10.32%
Holding
792
New
7
Increased
168
Reduced
8
Closed
4
Top Buys
| 1 |
UNIT
Uniti Group
UNIT
|
+$3.07M |
| 2 |
RAI
Reynolds American Inc
RAI
|
+$171K |
| 3 |
Microsoft
MSFT
|
+$132K |
| 4 |
CVS Health
CVS
|
+$115K |
| 5 |
Eli Lilly
LLY
|
+$109K |
Top Sells
| 1 |
Edgewell Personal Care
EPC
|
+$1.91M |
| 2 |
WIN
Windstream Holdings Inc
WIN
|
+$1.82M |
| 3 |
LO
LORILLARD INC COM STK
LO
|
+$514K |
| 4 |
PPL Corp
PPL
|
+$39.4K |
| 5 |
Insulet
PODD
|
+$37.2K |
Sector Composition
| 1 | Healthcare | 15.5% |
| 2 | Financials | 14.64% |
| 3 | Technology | 11.39% |
| 4 | Industrials | 11.35% |
| 5 | Consumer Staples | 9.46% |
