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PAM

Paradigm Asset Management Portfolio holdings

AUM $426M
1-Year Est. Return 18.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.14M
3
+$3.13M
4
PH icon
Parker-Hannifin
PH
+$3.05M
5
KO icon
Coca-Cola
KO
+$2.57M

Top Sells

1
+$6.04M
2
+$4.03M
3
+$2.89M
4
UPS icon
United Parcel Service
UPS
+$2.68M
5
UL icon
Unilever
UL
+$2.57M

Sector Composition

1 Financials 14.39%
2 Technology 11.12%
3 Industrials 9.13%
4 Healthcare 9%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-11,100
377
– –
-7,800
378
– –
-850
379
– –
-8,500
380
– –
-5,900
381
– –
-10,936
382
– –
-24,589
383
– –
-14,700
384
– –
-2,000
385
– –
-1,200
386
– –
-2,100
387
– –
-300
12 13 14 15
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