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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.01%
1,465
227
$36K 0.01%
301
228
$35K 0.01%
702
229
$35K 0.01%
443
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230
$33K 0.01%
396
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231
$33K 0.01%
544
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232
$33K 0.01%
600
233
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510
234
$32K 0.01%
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235
$32K 0.01%
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-409
236
$31K 0.01%
240
237
$30K 0.01%
221
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238
$30K 0.01%
542
239
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627
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240
$30K 0.01%
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241
$29K 0.01%
85
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242
$28K 0.01%
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243
$28K 0.01%
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244
$27K 0.01%
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245
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248
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249
$26K 0.01%
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250
$25K 0.01%
672
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