BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+0.49%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$335M
AUM Growth
+$15.5M
(+4.8%)
Cap. Flow
+$16.9M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
36.1%
Holding
411
New
34
Increased
153
Reduced
72
Closed
29
Top Buys
| 1 |
Qualcomm
QCOM
|
$2.95M |
| 2 |
GSK
GSK
|
$2.81M |
| 3 |
IBM
IBM
|
$2.69M |
| 4 |
Cisco
CSCO
|
$2.18M |
| 5 |
Caterpillar
CAT
|
$2.13M |
Top Sells
| 1 |
Intel
INTC
|
$2.34M |
| 2 |
GE Aerospace
GE
|
$2.21M |
| 3 |
Diageo
DEO
|
$1.89M |
| 4 |
Pinnacle West Capital
PNW
|
$1.57M |
| 5 |
Sanofi
SNY
|
$1.48M |
Sector Composition
| 1 | Healthcare | 16.23% |
| 2 | Communication Services | 15.19% |
| 3 | Consumer Staples | 13.15% |
| 4 | Technology | 10.35% |
| 5 | Utilities | 9.59% |
