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
251
$58K 0.01%
474
+4
252
$57K 0.01%
1,024
253
$57K 0.01%
+1,126
254
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335
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255
$57K 0.01%
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256
$55K 0.01%
266
257
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258
$54K 0.01%
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259
$53K 0.01%
659
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276
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365
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262
$52K 0.01%
1,207
263
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460
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264
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$51K 0.01%
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266
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267
$51K 0.01%
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268
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271
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271
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272
$48K 0.01%
660
273
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274
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1,200
275
$48K 0.01%
3,200
9 10
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