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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.01%
200
252
$29K 0.01%
3,000
+2,000
253
$29K 0.01%
266
254
$28K 0.01%
500
255
$28K 0.01%
634
+129
256
$28K 0.01%
702
257
$28K 0.01%
1,175
258
$27K 0.01%
250
-26
259
$27K 0.01%
1,500
260
$26K 0.01%
1,007
-547,242
261
$25K 0.01%
850
262
$25K 0.01%
600
263
$25K 0.01%
312
264
$24K 0.01%
457
265
$24K 0.01%
575
266
$23K 0.01%
341
+1
267
$22K 0.01%
435
268
$22K 0.01%
750
269
$22K 0.01%
288
270
$22K 0.01%
700
-321
271
$22K 0.01%
542
272
$22K 0.01%
555
-70
273
$22K 0.01%
800
274
$21K 0.01%
387
-102
275
$21K 0.01%
1,590
9 10
11
12 13