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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K 0.01%
832
+2
302
$15K 0.01%
713
303
$15K 0.01%
623
304
$15K 0.01%
1,000
305
$15K 0.01%
2,000
306
$14K 0.01%
148
307
$14K 0.01%
200
308
$14K 0.01%
296
309
$14K 0.01%
127
310
$14K 0.01%
130
311
$14K 0.01%
679
+2
312
$13K ﹤0.01%
667
313
$13K ﹤0.01%
402
+1
314
$13K ﹤0.01%
1,000
315
$13K ﹤0.01%
450
-400
316
$13K ﹤0.01%
700
317
$13K ﹤0.01%
200
318
$12K ﹤0.01%
940
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319
$12K ﹤0.01%
160
-40
320
$12K ﹤0.01%
149
321
$12K ﹤0.01%
10
322
$12K ﹤0.01%
270
323
$11K ﹤0.01%
200
+100
324
$11K ﹤0.01%
407
+4
325
$11K ﹤0.01%
203
+2
11 12
13
14 15