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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K ﹤0.01%
361
-266
302
$15K ﹤0.01%
+284
303
$15K ﹤0.01%
+200
304
$15K ﹤0.01%
+875
305
$15K ﹤0.01%
323
+2
306
$15K ﹤0.01%
713
307
$14K ﹤0.01%
1,000
308
$14K ﹤0.01%
+447
309
$14K ﹤0.01%
200
310
$13K ﹤0.01%
940
311
$13K ﹤0.01%
667
312
$13K ﹤0.01%
969
313
$13K ﹤0.01%
623
314
$13K ﹤0.01%
10
315
$12K ﹤0.01%
160
316
$12K ﹤0.01%
300
317
$12K ﹤0.01%
+71
318
$12K ﹤0.01%
270
319
$11K ﹤0.01%
105
320
$11K ﹤0.01%
991
321
$11K ﹤0.01%
6,480
+40
322
$11K ﹤0.01%
348
323
$10K ﹤0.01%
80
324
$10K ﹤0.01%
750
-375
325
$10K ﹤0.01%
200
11 12
13
14 15