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
$324M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.4M
3
+$1.4M
4
NVDA icon
NVIDIA
NVDA
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.19M

Top Sells

1
+$562K
2
+$555K
3
+$527K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$518K
5
JPM icon
JPMorgan Chase
JPM
+$499K

Sector Composition

1 Financials 14.39%
2 Healthcare 11.36%
3 Technology 8.62%
4 Consumer Staples 6.59%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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