BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+5.18%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$265M
AUM Growth
+$11.5M
(+4.5%)
Cap. Flow
+$4.68M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
39.38%
Holding
450
New
31
Increased
121
Reduced
105
Closed
48
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.67M |
| 2 |
Diageo
DEO
|
$1.97M |
| 3 |
Philip Morris
PM
|
$1.92M |
| 4 |
Procter & Gamble
PG
|
$1.87M |
| 5 |
Emerson Electric
EMR
|
$1.8M |
Top Sells
| 1 |
Kinder Morgan
KMI
|
$3.37M |
| 2 |
Target
TGT
|
$2.6M |
| 3 |
Consolidated Edison
ED
|
$1.82M |
| 4 |
PPL Corp
PPL
|
$1.71M |
| 5 |
Vodafone
VOD
|
$1.52M |
Sector Composition
| 1 | Communication Services | 14.66% |
| 2 | Consumer Staples | 14.41% |
| 3 | Utilities | 13.18% |
| 4 | Healthcare | 11.14% |
| 5 | Industrials | 8.57% |
