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
$378M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$43.8K
2
+$18.6K
3
+$4.78K

Top Sells

1
+$444K
2
+$153K
3
+$150K
4
HIT
HITACHI LTD ADR (10COM)NEW
HIT
+$126K
5
AVGO icon
Broadcom
AVGO
+$112K

Sector Composition

1 Technology 14.15%
2 Financials 11.76%
3 Healthcare 9.26%
4 Industrials 8.12%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.39%
12,300
-300
52
$1.49M 0.39%
88,580
-2,600
53
$1.48M 0.39%
79,500
-2,000
54
$1.47M 0.39%
9,500
-200
55
$1.45M 0.38%
15,500
-400
56
$1.44M 0.38%
35,800
-1,100
57
$1.44M 0.38%
11,000
-200
58
$1.41M 0.37%
10,000
-200
59
$1.4M 0.37%
18,800
-600
60
$1.39M 0.37%
8,500
-300
61
$1.36M 0.36%
6,123
-200
62
$1.36M 0.36%
3,400
-100
63
$1.35M 0.36%
6,819
-100
64
$1.33M 0.35%
46,033
-1,200
65
$1.31M 0.35%
8,000
-200
66
$1.31M 0.35%
8,800
-300
67
$1.3M 0.34%
4,950
68
$1.29M 0.34%
8,793
-200
69
$1.29M 0.34%
35,600
-1,100
70
$1.26M 0.33%
24,600
-800
71
$1.25M 0.33%
41,189
72
$1.25M 0.33%
8,100
-200
73
$1.23M 0.33%
5,300
-100
74
$1.23M 0.33%
5,401
-100
75
$1.21M 0.32%
52,029
1 2
3
4 5