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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30K 0.01%
2,200
252
$30K 0.01%
900
253
$29K 0.01%
1,200
254
$29K 0.01%
500
255
$29K 0.01%
+1,669
256
$28K 0.01%
331
+43
257
$28K 0.01%
+1,200
258
$26K 0.01%
457
259
$26K 0.01%
224
+124
260
$26K 0.01%
542
261
$26K 0.01%
1,000
-175
262
$25K 0.01%
250
263
$25K 0.01%
600
264
$25K 0.01%
575
265
$24K 0.01%
477
-840
266
$24K 0.01%
372
+1
267
$24K 0.01%
340
-1
268
$23K 0.01%
435
269
$23K 0.01%
1,515
-221,717
270
$22K 0.01%
642
271
$22K 0.01%
387
272
$22K 0.01%
+223
273
$22K 0.01%
506
+3
274
$21K 0.01%
750
275
$21K 0.01%
231
+22
9 10
11
12 13