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
$346M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.03M
3
+$2.97M
4
DUK icon
Duke Energy
DUK
+$2.89M
5
TTE icon
TotalEnergies
TTE
+$2.83M

Top Sells

1
+$2.9M
2
+$2.54M
3
+$2.4M
4
MRK icon
Merck
MRK
+$2.34M
5
TSM icon
TSMC
TSM
+$2.19M

Sector Composition

1 Healthcare 15.53%
2 Communication Services 14.71%
3 Consumer Staples 13.15%
4 Technology 10.66%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-300
277
– –
-9,163
278
– –
-3,000
279
– –
-1,000
280
– –
-200
281
– –
-22
282
– –
-215
283
– –
-400
284
– –
-209
285
– –
-1,400
286
– –
-1,040
287
– –
-2,000
288
– –
-12
289
– –
-2,902
290
– –
-1,305
291
– –
-6,480
292
– –
-625
293
– –
-3,128
294
– –
-100
295
– –
-1,286
296
– –
-780
297
– –
-1,565
298
– –
-620
299
– –
-1,253
300
– –
-127
10 11
12
13 14