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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$76K 0.02%
9,287
227
$74K 0.02%
700
228
$70K 0.02%
+900
229
$70K 0.02%
+400
230
$70K 0.02%
6,744
+20
231
$69K 0.02%
531
+2
232
$69K 0.02%
3,675
233
$69K 0.02%
1,680
-400
234
$69K 0.02%
475
235
$67K 0.01%
26,960
236
$66K 0.01%
4,630
237
$64K 0.01%
1,600
238
$63K 0.01%
637
+58
239
$63K 0.01%
237
240
$63K 0.01%
412
241
$63K 0.01%
1,333
-61
242
$62K 0.01%
564
+1
243
$62K 0.01%
+3,020
244
$61K 0.01%
500
245
$61K 0.01%
2,700
246
$61K 0.01%
+1,600
247
$60K 0.01%
6,625
248
$60K 0.01%
1,772
+5
249
$59K 0.01%
+1,650
250
$59K 0.01%
1,615
8 9
10
11 12