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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K 0.01%
+235
302
$16K 0.01%
+370
303
$16K 0.01%
+825
304
$16K 0.01%
2,000
305
$15K 0.01%
300
306
$15K 0.01%
+570
307
$15K 0.01%
1,400
308
$15K 0.01%
700
309
$15K 0.01%
+132
310
$14K 0.01%
200
311
$14K 0.01%
370
312
$14K 0.01%
330
313
$14K 0.01%
296
-760
314
$14K 0.01%
623
315
$14K 0.01%
1,000
316
$13K 0.01%
667
317
$13K 0.01%
44
-80
318
$13K 0.01%
1,000
319
$13K 0.01%
403
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320
$13K 0.01%
130
321
$13K 0.01%
+205
322
$13K 0.01%
148
323
$12K ﹤0.01%
500
324
$12K ﹤0.01%
127
-150
325
$12K ﹤0.01%
750
11 12
13
14 15