PAM
Paradigm Asset Management Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
+10.53%
1 Year Return
+15.78%
3 Year Return
+47.15%
5 Year Return
+99.02%
10 Year Return
+216.38%
AUM
$773M
AUM Growth
+$58.4M
(+8.2%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
1.36%
Top 10 Holdings %
Top 10 Hldgs %
9.14%
Holding
872
New
88
Increased
76
Reduced
134
Closed
88
Top Buys
| 1 |
Microsoft
MSFT
|
$10.4M |
| 2 |
CVS Health
CVS
|
$7.14M |
| 3 |
UnitedHealth
UNH
|
$5.99M |
| 4 |
Walt Disney
DIS
|
$5.72M |
| 5 |
MetLife
MET
|
$5.25M |
Top Sells
| 1 |
Hartford Financial Services
HIG
|
$5.65M |
| 2 |
Public Service Enterprise Group
PEG
|
$5.52M |
| 3 |
Zimmer Biomet
ZBH
|
$4.68M |
| 4 |
Cigna
CI
|
$4.59M |
| 5 |
Kroger
KR
|
$4.47M |
Sector Composition
| 1 | Healthcare | 15.59% |
| 2 | Financials | 13.97% |
| 3 | Technology | 12.61% |
| 4 | Industrials | 11.97% |
| 5 | Consumer Discretionary | 8.92% |