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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$18K 0.01%
625
277
$17K 0.01%
148
278
$17K 0.01%
385
279
$17K 0.01%
1,382
+2
280
$17K 0.01%
150
281
$17K 0.01%
620
282
$16K 0.01%
200
283
$16K 0.01%
1,125
284
$15K ﹤0.01%
450
285
$15K ﹤0.01%
321
+3
286
$14K ﹤0.01%
404
+1
287
$14K ﹤0.01%
60
-850
288
$14K ﹤0.01%
127
289
$14K ﹤0.01%
136
+3
290
$14K ﹤0.01%
130
291
$14K ﹤0.01%
200
292
$14K ﹤0.01%
713
293
$14K ﹤0.01%
300
294
$13K ﹤0.01%
940
295
$13K ﹤0.01%
667
296
$13K ﹤0.01%
1,000
297
$13K ﹤0.01%
330
298
$13K ﹤0.01%
10
299
$13K ﹤0.01%
270
300
$12K ﹤0.01%
160
10 11
12
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