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
326
$12K ﹤0.01%
10
327
$12K ﹤0.01%
677
+2
328
$12K ﹤0.01%
200
329
$12K ﹤0.01%
300
330
$12K ﹤0.01%
825
331
$11K ﹤0.01%
401
-158
332
$11K ﹤0.01%
700
-650
333
$11K ﹤0.01%
149
+16
334
$11K ﹤0.01%
270
335
$10K ﹤0.01%
991
336
$10K ﹤0.01%
300
337
$10K ﹤0.01%
400
338
$10K ﹤0.01%
+1,000
339
$10K ﹤0.01%
167
340
$10K ﹤0.01%
312
-4,000
341
$10K ﹤0.01%
400
342
$10K ﹤0.01%
200
-800
343
$9K ﹤0.01%
692
344
$9K ﹤0.01%
918
345
$9K ﹤0.01%
201
+1
346
$9K ﹤0.01%
100
347
$9K ﹤0.01%
+200
348
$9K ﹤0.01%
550
349
$8K ﹤0.01%
65
350
$8K ﹤0.01%
100
-60
12 13
14
15 16