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
276
$21K 0.01%
2,959
277
$21K 0.01%
1,590
278
$21K 0.01%
800
279
$20K 0.01%
570
280
$20K 0.01%
475
281
$20K 0.01%
1,075
282
$20K 0.01%
385
283
$19K 0.01%
751
+450
284
$19K 0.01%
156
-747
285
$18K 0.01%
+184
286
$18K 0.01%
+955
287
$18K 0.01%
4,000
288
$18K 0.01%
1,125
+375
289
$17K 0.01%
200
290
$17K 0.01%
1,000
291
$17K 0.01%
+1,946
292
$17K 0.01%
625
293
$17K 0.01%
726
+3
294
$16K 0.01%
1,400
295
$16K 0.01%
300
296
$16K 0.01%
403
+3
297
$16K 0.01%
133
+1
298
$15K 0.01%
370
299
$15K 0.01%
700
300
$15K 0.01%
150
-650
10 11
12
13 14