PAM
Paradigm Asset Management Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
+3.2%
1 Year Return
+15.78%
3 Year Return
+47.15%
5 Year Return
+99.02%
10 Year Return
+216.38%
AUM
$373M
AUM Growth
+$8.4M
(+2.3%)
Cap. Flow
-$2.91M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
12.07%
Holding
587
New
97
Increased
61
Reduced
159
Closed
81
Top Buys
| 1 |
United Parcel Service
UPS
|
$3.46M |
| 2 |
Bristol-Myers Squibb
BMY
|
$3.01M |
| 3 |
Citigroup
C
|
$2.24M |
| 4 |
RTX Corp
RTX
|
$1.96M |
| 5 |
NetApp
NTAP
|
$1.72M |
Top Sells
| 1 |
Apple
AAPL
|
$5.26M |
| 2 |
Microsoft
MSFT
|
$3.68M |
| 3 |
Chevron
CVX
|
$3.05M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$2.66M |
| 5 |
Eaton
ETN
|
$2.55M |
Sector Composition
| 1 | Technology | 13.62% |
| 2 | Financials | 10.96% |
| 3 | Healthcare | 10.8% |
| 4 | Industrials | 7.87% |
| 5 | Consumer Discretionary | 5.27% |
