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
576
$70.2K 0.01%
750
-400
577
$69.6K 0.01%
2,650
+300
578
$69.3K 0.01%
+950
579
$69.1K 0.01%
5,400
+700
580
$69.1K 0.01%
850
+150
581
$68.9K 0.01%
5,700
-16,000
582
$68.6K 0.01%
1,500
+150
583
$67.5K 0.01%
2,600
-1,650
584
$67.2K 0.01%
7,420
585
$67K 0.01%
2,450
-7,700
586
$64.3K 0.01%
1,300
+150
587
$63.9K 0.01%
+3,800
588
$63.7K 0.01%
2,600
+250
589
$63.6K 0.01%
2,650
-9,150
590
$63.6K 0.01%
950
+100
591
$63.6K 0.01%
3,927
592
$63.5K 0.01%
+157
593
$63.4K 0.01%
1,850
+100
594
$63.3K 0.01%
2,150
-9,050
595
$63.2K 0.01%
600
-200
596
$63.1K 0.01%
1,200
+50
597
$63.1K 0.01%
2,650
-8,000
598
$62.8K 0.01%
2,300
-1,200
599
$62.5K 0.01%
1,150
600
$61.5K 0.01%
+1,600
22 23
24
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