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
$364M
AUM Growth
+$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$1.93M
3
+$1.91M
4
RELX icon
RELX
RELX
+$1.85M
5
LIN icon
Linde
LIN
+$1.42M

Top Sells

1
+$1.17M
2
+$905K
3
+$195K
4
GE icon
GE Aerospace
GE
+$76.3K
5
ANZ
AUSTRALIA & NW ZEAL ADS(RP5 SH
ANZ
+$72.9K

Sector Composition

1 Financials 12.42%
2 Technology 10.49%
3 Healthcare 10.46%
4 Industrials 8.34%
5 Energy 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$378K 0.1%
4,113
-100
152
$377K 0.1%
1,816
153
$370K 0.1%
3,200
154
$367K 0.1%
1,864
155
$357K 0.1%
4,300
156
$353K 0.1%
800
157
$337K 0.09%
1,100
158
$332K 0.09%
800
159
$320K 0.09%
2,400
160
$320K 0.09%
808
161
$305K 0.08%
2,930
-50
162
$304K 0.08%
2,479
-150
163
$301K 0.08%
3,067
-50
164
$282K 0.08%
2,100
165
$271K 0.07%
8,500
166
$268K 0.07%
1,300
167
$267K 0.07%
4,300
168
$265K 0.07%
4,400
169
$257K 0.07%
5,600
170
$254K 0.07%
3,700
171
$253K 0.07%
2,999
-50
172
$252K 0.07%
1,600
173
$250K 0.07%
3,608
-200
174
$249K 0.07%
6,900
175
$249K 0.07%
6,300
5 6
7
8 9