BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+5.11%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$386M
AUM Growth
+$11.9M
(+3.2%)
Cap. Flow
-$4.03M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
36.66%
Holding
363
New
2
Increased
70
Reduced
43
Closed
241
Top Buys
| 1 |
Duke Energy
DUK
|
$4.07M |
| 2 |
General Motors
GM
|
$3.19M |
| 3 |
AGU
Agrium
AGU
|
$3.16M |
| 4 |
AB InBev
BUD
|
$2.98M |
| 5 |
Cisco
CSCO
|
$2.46M |
Top Sells
| 1 |
Philip Morris
PM
|
$3.05M |
| 2 |
Caterpillar
CAT
|
$2.98M |
| 3 |
Pinnacle West Capital
PNW
|
$2.86M |
| 4 |
Novartis
NVS
|
$2.84M |
| 5 |
AbbVie
ABBV
|
$2.77M |
Sector Composition
| 1 | Communication Services | 14.24% |
| 2 | Healthcare | 13.49% |
| 3 | Consumer Staples | 10.84% |
| 4 | Technology | 10.24% |
| 5 | Utilities | 9.28% |
