BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
-0.01%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$256M
AUM Growth
–
Cap. Flow
+$256M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
39.5%
Holding
431
New
431
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Verizon
VZ
|
+$12.1M |
| 2 |
AT&T
T
|
+$11.6M |
| 3 |
TE
TECO ENERGY INC
TE
|
+$10.4M |
| 4 |
Kinder Morgan
KMI
|
+$10.1M |
| 5 |
Southern Company
SO
|
+$9.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 16.12% |
| 2 | Energy | 15.81% |
| 3 | Communication Services | 14.77% |
| 4 | Consumer Staples | 12.37% |
| 5 | Healthcare | 8.38% |
