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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47K 0.01%
494
277
$46K 0.01%
2,302
278
$46K 0.01%
5,828
279
$45K 0.01%
625
280
$45K 0.01%
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-50
281
$45K 0.01%
548
282
$43K 0.01%
2,365
283
$43K 0.01%
1,310
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284
$43K 0.01%
2,417
285
$42K 0.01%
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286
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287
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629
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290
$42K 0.01%
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291
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292
$41K 0.01%
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293
$40K 0.01%
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294
$40K 0.01%
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295
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296
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297
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298
$39K 0.01%
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299
$38K 0.01%
955
300
$38K 0.01%
754
10 11
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