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
276
$21K 0.01%
371
+309
277
$21K 0.01%
558
278
$20K 0.01%
642
279
$20K 0.01%
475
-1,085
280
$20K 0.01%
1,075
281
$19K 0.01%
570
-354
282
$19K 0.01%
209
+2
283
$19K 0.01%
2,959
284
$19K 0.01%
385
285
$19K 0.01%
503
+3
286
$19K 0.01%
723
-97
287
$18K 0.01%
1,365
288
$18K 0.01%
4,000
289
$17K 0.01%
625
290
$16K 0.01%
200
291
$16K 0.01%
+150
292
$16K 0.01%
1,000
293
$16K 0.01%
+2,477
294
$16K 0.01%
200
295
$16K 0.01%
+235
296
$16K 0.01%
+370
297
$16K 0.01%
+825
298
$16K 0.01%
140
299
$16K 0.01%
300
300
$16K 0.01%
830
10 11
12
13 14