PAM
Paradigm Asset Management Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
+4.38%
1 Year Return
+15.78%
3 Year Return
+47.15%
5 Year Return
+99.02%
10 Year Return
+216.38%
AUM
$359M
AUM Growth
+$15.2M
(+4.4%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
11.92%
Holding
451
New
47
Increased
104
Reduced
108
Closed
30
Top Buys
| 1 |
PNC Financial Services
PNC
|
$3.77M |
| 2 |
Prudential Financial
PRU
|
$3.48M |
| 3 |
Corning
GLW
|
$3.13M |
| 4 |
Bank of America
BAC
|
$3.1M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$2.88M |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$6.23M |
| 2 |
Baxter International
BAX
|
$3.24M |
| 3 |
Edison International
EIX
|
$2.54M |
| 4 |
Waste Management
WM
|
$2.4M |
| 5 |
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% |
