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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K 0.01%
435
277
$18K 0.01%
4,000
278
$18K 0.01%
1,400
279
$18K 0.01%
300
280
$18K 0.01%
700
281
$18K 0.01%
407
+4
282
$18K 0.01%
625
283
$18K 0.01%
509
+3
284
$17K 0.01%
385
-90
285
$17K 0.01%
+1,380
286
$17K 0.01%
150
287
$17K 0.01%
1,125
288
$16K 0.01%
222
-6,068
289
$16K 0.01%
2,000
290
$15K 0.01%
148
291
$15K 0.01%
200
292
$14K ﹤0.01%
403
+1
293
$14K ﹤0.01%
1,000
294
$14K ﹤0.01%
620
-212
295
$14K ﹤0.01%
133
296
$14K ﹤0.01%
130
297
$14K ﹤0.01%
200
298
$13K ﹤0.01%
940
299
$13K ﹤0.01%
667
300
$13K ﹤0.01%
1,000
10 11
12
13 14