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
601
$61.3K 0.01%
4,900
-2,700
602
$61.1K 0.01%
+2,150
603
$60.9K 0.01%
1,000
+662
604
$60.8K 0.01%
2,165
+403
605
$60.5K 0.01%
3,850
-5,650
606
$60.2K 0.01%
230
607
$59.9K 0.01%
2,150
608
$59.3K 0.01%
+610
609
$58.9K 0.01%
1,300
+150
610
$58.7K 0.01%
+2,600
611
$58.7K 0.01%
2,000
+250
612
$58.6K 0.01%
750
-2,100
613
$58.4K 0.01%
1,075
-1,500
614
$57.8K 0.01%
710
615
$57.5K 0.01%
+2,450
616
$57.3K 0.01%
1,200
-200
617
$57.3K 0.01%
1,020
+50
618
$55.4K 0.01%
+9,000
619
$55K 0.01%
1,913
+100
620
$54.7K 0.01%
+620
621
$53.5K 0.01%
1,100
622
$53.3K 0.01%
2,650
-500
623
$52.7K 0.01%
+2,150
624
$52.6K 0.01%
+2,650
625
$52.5K 0.01%
+5,100
23 24
25
26 27