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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.01%
900
227
$35K 0.01%
301
228
$35K 0.01%
2,566
229
$35K 0.01%
1,069
+135
230
$34K 0.01%
99
231
$34K 0.01%
702
232
$34K 0.01%
1,465
233
$33K 0.01%
1,580
-4,575
234
$33K 0.01%
915
+1
235
$33K 0.01%
500
236
$33K 0.01%
687
237
$32K 0.01%
516
-263
238
$31K 0.01%
556
-41
239
$30K 0.01%
3,000
240
$30K 0.01%
542
241
$29K 0.01%
+240
242
$29K 0.01%
457
243
$29K 0.01%
510
244
$28K 0.01%
1,200
245
$28K 0.01%
1,578
-91
246
$27K 0.01%
1,000
247
$27K 0.01%
400
248
$26K 0.01%
466
-11
249
$25K 0.01%
+585
250
$25K 0.01%
1,800
-400
8 9
10
11 12