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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K ﹤0.01%
300
302
$12K ﹤0.01%
623
303
$11K ﹤0.01%
267
304
$11K ﹤0.01%
415
+5
305
$10K ﹤0.01%
991
306
$10K ﹤0.01%
969
307
$10K ﹤0.01%
918
308
$10K ﹤0.01%
167
309
$10K ﹤0.01%
200
310
$10K ﹤0.01%
155
311
$9K ﹤0.01%
105
312
$9K ﹤0.01%
80
313
$9K ﹤0.01%
132
-17
314
$9K ﹤0.01%
348
315
$9K ﹤0.01%
470
316
$9K ﹤0.01%
200
317
$9K ﹤0.01%
131
318
$9K ﹤0.01%
692
319
$9K ﹤0.01%
114
-108
320
$9K ﹤0.01%
100
321
$8K ﹤0.01%
+293
322
$8K ﹤0.01%
332
+6
323
$8K ﹤0.01%
84
324
$8K ﹤0.01%
206
+2
325
$8K ﹤0.01%
6,440
11 12
13
14 15