PAM

Paradigm Asset Management Portfolio holdings

AUM $433M
1-Year Est. Return 17.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$206K
3
+$181K
4
EMN icon
Eastman Chemical
EMN
+$179K
5
AON icon
Aon
AON
+$175K

Top Sells

1
+$417K
2
+$346K
3
+$344K
4
MCK icon
McKesson
MCK
+$253K
5
XOM icon
Exxon Mobil
XOM
+$252K

Sector Composition

1 Financials 19.36%
2 Healthcare 9.21%
3 Technology 8.1%
4 Energy 7.25%
5 Consumer Staples 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-900
308
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