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
$359M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.48M
3
+$3.13M
4
BAC icon
Bank of America
BAC
+$3.1M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.88M

Top Sells

1
+$6.23M
2
+$3.24M
3
+$2.54M
4
WM icon
Waste Management
WM
+$2.4M
5
ZBH icon
Zimmer Biomet
ZBH
+$2.37M

Sector Composition

1 Financials 19.26%
2 Healthcare 9.44%
3 Technology 7.65%
4 Energy 7.52%
5 Consumer Staples 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$45.4K 0.01%
1,250
+50
277
$43.7K 0.01%
700
-1,300
278
$42K 0.01%
800
279
$41K 0.01%
1,400
-650
280
$38.7K 0.01%
6,200
281
$36.9K 0.01%
500
-50
282
$36.6K 0.01%
40
+10
283
$36.3K 0.01%
+850
284
$35.6K 0.01%
650
+50
285
$35.1K 0.01%
400
-1,800
286
$34.9K 0.01%
950
+250
287
$34.7K 0.01%
+5,600
288
$34.6K 0.01%
1,250
-3,350
289
$34.4K 0.01%
200
-600
290
$31K 0.01%
500
291
$30.4K 0.01%
700
292
$30K 0.01%
250
293
$30K 0.01%
550
-50
294
$29.7K 0.01%
250
-1,250
295
$29.7K 0.01%
600
-2,600
296
$29.4K 0.01%
400
-300
297
$29.4K 0.01%
650
-1,150
298
$27.3K 0.01%
250
-500
299
$27K 0.01%
841
300
$26.1K 0.01%
250
-650
10 11
12
13 14