PAM
Paradigm Asset Management Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
+1.51%
1 Year Return
+15.78%
3 Year Return
+47.15%
5 Year Return
+99.02%
10 Year Return
+216.38%
AUM
$365M
AUM Growth
-$16.7M
(-4.4%)
Cap. Flow
-$10M
Cap. Flow
% of AUM
-2.75%
Top 10 Holdings %
Top 10 Hldgs %
12.61%
Holding
626
New
135
Increased
84
Reduced
174
Closed
118
Top Buys
| 1 |
UnitedHealth
UNH
|
$3.99M |
| 2 |
T-Mobile US
TMUS
|
$3.05M |
| 3 |
Thermo Fisher Scientific
TMO
|
$2.97M |
| 4 |
Parker-Hannifin
PH
|
$2.93M |
| 5 |
Charles Schwab
SCHW
|
$2.45M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$5.88M |
| 2 |
JPMorgan Chase
JPM
|
$4.15M |
| 3 |
Cisco
CSCO
|
$2.99M |
| 4 |
United Parcel Service
UPS
|
$2.57M |
| 5 |
Unilever
UL
|
$2.43M |
Sector Composition
| 1 | Financials | 14.31% |
| 2 | Technology | 11.2% |
| 3 | Industrials | 9.13% |
| 4 | Healthcare | 9% |
| 5 | Consumer Discretionary | 6.19% |
