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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13K ﹤0.01%
450
302
$13K ﹤0.01%
127
303
$13K ﹤0.01%
300
304
$12K ﹤0.01%
330
-10,362
305
$12K ﹤0.01%
318
+3
306
$12K ﹤0.01%
10
307
$12K ﹤0.01%
200
-305
308
$12K ﹤0.01%
623
309
$12K ﹤0.01%
270
310
$12K ﹤0.01%
343
-4,276
311
$12K ﹤0.01%
300
312
$11K ﹤0.01%
105
313
$11K ﹤0.01%
200
314
$11K ﹤0.01%
160
315
$11K ﹤0.01%
341
-1,450
316
$11K ﹤0.01%
410
+3
317
$11K ﹤0.01%
149
318
$11K ﹤0.01%
+217
319
$10K ﹤0.01%
991
320
$10K ﹤0.01%
969
-977
321
$10K ﹤0.01%
167
322
$10K ﹤0.01%
470
-209
323
$10K ﹤0.01%
400
324
$10K ﹤0.01%
200
325
$10K ﹤0.01%
155
-570
11 12
13
14 15