BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K 0.02%
1,600
227
$40K 0.02%
787
228
$40K 0.02%
3,000
229
$40K 0.02%
454
230
$39K 0.02%
1,320
231
$38K 0.02%
1,175
+70
232
$38K 0.02%
597
233
$38K 0.02%
934
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234
$37K 0.01%
881
+1
235
$37K 0.01%
660
236
$37K 0.01%
1,125
-500
237
$36K 0.01%
538
+38
238
$35K 0.01%
350
239
$35K 0.01%
687
240
$33K 0.01%
602
241
$33K 0.01%
404
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242
$32K 0.01%
1,200
243
$32K 0.01%
2,200
-8,535
244
$32K 0.01%
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245
$32K 0.01%
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246
$32K 0.01%
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247
$32K 0.01%
400
248
$31K 0.01%
502
+302
249
$31K 0.01%
900
250
$30K 0.01%
1,912
+2
8 9
10
11 12