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
$324M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.4M
3
+$1.4M
4
NVDA icon
NVIDIA
NVDA
+$1.2M
5
META icon
Meta Platforms (Facebook)
META
+$1.19M

Top Sells

1
+$562K
2
+$555K
3
+$527K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$518K
5
JPM icon
JPMorgan Chase
JPM
+$499K

Sector Composition

1 Financials 14.39%
2 Healthcare 11.36%
3 Technology 8.62%
4 Consumer Staples 6.59%
5 Consumer Discretionary 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.3M 0.4%
33,420
-5,700
52
$1.26M 0.39%
12,960
-1,300
53
$1.25M 0.39%
49,000
-4,350
54
$1.25M 0.38%
7,150
+5,800
55
$1.24M 0.38%
700
-130
56
$1.24M 0.38%
22,400
-4,100
57
$1.22M 0.38%
10,200
-1,900
58
$1.22M 0.38%
4,450
-950
59
$1.21M 0.37%
10,460
+2,400
60
$1.17M 0.36%
10,920
-1,000
61
$1.17M 0.36%
5,500
-500
62
$1.14M 0.35%
6,600
-700
63
$1.14M 0.35%
19,440
-3,900
64
$1.14M 0.35%
27,150
+9,300
65
$1.12M 0.35%
2,200
-550
66
$1.11M 0.34%
8,760
-1,900
67
$1.11M 0.34%
5,900
+5,100
68
$1.1M 0.34%
7,750
-700
69
$1.07M 0.33%
17,871
-1,756
70
$1.06M 0.33%
+12,600
71
$1.05M 0.32%
4,190
-1,250
72
$1.04M 0.32%
28,580
-2,800
73
$1.04M 0.32%
5,550
-600
74
$1.04M 0.32%
5,380
75
$1.03M 0.32%
11,050
-2,400
1 2
3
4 5