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
26
$1.98M 0.61%
58,600
-5,800
27
$1.84M 0.57%
7,872
+1,025
28
$1.78M 0.55%
12,980
+3,600
29
$1.77M 0.55%
16,850
-1,700
30
$1.77M 0.55%
19,850
-2,850
31
$1.76M 0.54%
19,200
-3,450
32
$1.75M 0.54%
7,250
+2,600
33
$1.67M 0.51%
9,950
-1,000
34
$1.64M 0.51%
25,200
-4,300
35
$1.64M 0.51%
33,300
+8,300
36
$1.6M 0.49%
4,420
-700
37
$1.6M 0.49%
7,050
+5,250
38
$1.57M 0.49%
22,200
-1,000
39
$1.57M 0.49%
25,450
+50
40
$1.54M 0.48%
14,550
+4,150
41
$1.51M 0.47%
5,750
+2,350
42
$1.48M 0.46%
16,200
-1,600
43
$1.42M 0.44%
30,380
-2,800
44
$1.42M 0.44%
150,000
+126,000
45
$1.4M 0.43%
15,310
46
$1.4M 0.43%
+2,800
47
$1.38M 0.42%
1,960
-50
48
$1.37M 0.42%
17,810
-3,800
49
$1.34M 0.41%
4,545
-105
50
$1.33M 0.41%
8,110
-700
1
2
3 4 5