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
$356M
AUM Growth
+$56.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.17M
3
+$4M
4
CVX icon
Chevron
CVX
+$3.52M
5
AAPL icon
Apple
AAPL
+$3.43M

Top Sells

1
+$9.13M
2
+$3.75M
3
+$3.69M
4
CI icon
Cigna
CI
+$3.26M
5
NOV icon
NOV
NOV
+$3.06M

Sector Composition

1 Financials 13.14%
2 Healthcare 10.72%
3 Technology 8.72%
4 Industrials 7.54%
5 Energy 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 0.55%
800
+500
27
$1.9M 0.53%
46,052
-33,600
28
$1.9M 0.53%
7,700
+6,400
29
$1.88M 0.53%
+13,300
30
$1.88M 0.53%
12,393
-13,700
31
$1.87M 0.52%
8,990
+4,800
32
$1.83M 0.51%
22,400
+19,000
33
$1.79M 0.5%
20,260
-10,300
34
$1.78M 0.5%
21,300
+15,500
35
$1.74M 0.49%
13,400
+11,500
36
$1.73M 0.49%
+10,500
37
$1.7M 0.48%
+14,600
38
$1.65M 0.46%
+6,200
39
$1.65M 0.46%
12,812
+1,800
40
$1.6M 0.45%
+15,800
41
$1.58M 0.44%
1,200
+1,000
42
$1.58M 0.44%
23,716
-19,500
43
$1.53M 0.43%
32,286
+8,100
44
$1.48M 0.41%
4,302
-2,900
45
$1.46M 0.41%
+4,700
46
$1.45M 0.41%
+18,700
47
$1.45M 0.41%
7,000
+400
48
$1.44M 0.4%
+17,500
49
$1.39M 0.39%
28,794
+2,818
50
$1.34M 0.38%
8,975
+2,000
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