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
$614M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.3M
3
+$4.48M
4
HAL icon
Halliburton
HAL
+$4.04M
5
HES
Hess
HES
+$3.82M

Top Sells

1
+$4.47M
2
+$4.11M
3
+$3.68M
4
LOW icon
Lowe's Companies
LOW
+$3.38M
5
VMC icon
Vulcan Materials
VMC
+$3.05M

Sector Composition

1 Financials 16.91%
2 Industrials 14.17%
3 Healthcare 12.23%
4 Consumer Discretionary 11%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$86.2K 0.01%
12,563
+1,125
552
$84.3K 0.01%
2,900
+300
553
$84.2K 0.01%
21,200
+1,600
554
$83.7K 0.01%
+2,050
555
$83.5K 0.01%
4,583
+382
556
$83.1K 0.01%
2,200
-400
557
$81.3K 0.01%
1,980
558
$80.9K 0.01%
10,800
+900
559
$80.8K 0.01%
1,150
-6,700
560
$80.4K 0.01%
1,150
561
$78.5K 0.01%
2,420
-126,700
562
$76.5K 0.01%
10,200
+700
563
$76.4K 0.01%
650
-1,100
564
$75.8K 0.01%
5,750
+350
565
$75.7K 0.01%
+1,500
566
$75K 0.01%
1,250
+100
567
$73.8K 0.01%
+1,700
568
$73.7K 0.01%
2,800
569
$73.6K 0.01%
1,000
570
$72.9K 0.01%
+2,900
571
$72.2K 0.01%
1,500
-59,300
572
$72K 0.01%
+650
573
$71.3K 0.01%
4,280
574
$71K 0.01%
3,750
+150
575
$70.4K 0.01%
+2,650
21 22
23
24 25