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
$773M
AUM Growth
+$58.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
872
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$7.14M
3 +$5.99M
4
DIS icon
Walt Disney
DIS
+$5.72M
5
MET icon
MetLife
MET
+$5.25M

Top Sells

1 +$5.65M
2 +$5.52M
3 +$4.68M
4
CI icon
Cigna
CI
+$4.59M
5
KR icon
Kroger
KR
+$4.47M

Sector Composition

1 Healthcare 15.59%
2 Financials 13.97%
3 Technology 12.61%
4 Industrials 11.94%
5 Consumer Discretionary 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$101K 0.01%
1,600
527
$100K 0.01%
1,550
528
$97.9K 0.01%
2,350
529
$97.4K 0.01%
9,000
530
$95.5K 0.01%
700
531
$95.5K 0.01%
4,350
532
$95.4K 0.01%
610
533
$94.8K 0.01%
1,050
534
$94.4K 0.01%
3,050
535
$93.7K 0.01%
1,400
536
$92.1K 0.01%
2,000
537
$90.6K 0.01%
3,500
538
$90.6K 0.01%
6,500
539
$87.9K 0.01%
513
540
$86.9K 0.01%
4,150
541
$86.5K 0.01%
2,000
542
$86.4K 0.01%
1,110
543
$86.3K 0.01%
1,550
544
$86.3K 0.01%
5,050
545
$85.1K 0.01%
2,100
546
$85.1K 0.01%
202
547
$84.7K 0.01%
8,360
548
$84.3K 0.01%
9,850
549
$84.2K 0.01%
1,750
550
$81.6K 0.01%
1,700