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
326
$10K ﹤0.01%
105
327
$10K ﹤0.01%
300
328
$10K ﹤0.01%
100
-1,035
329
$10K ﹤0.01%
100
330
$10K ﹤0.01%
167
331
$10K ﹤0.01%
315
+3
332
$10K ﹤0.01%
374
-633
333
$10K ﹤0.01%
400
334
$10K ﹤0.01%
200
335
$10K ﹤0.01%
991
336
$10K ﹤0.01%
300
337
$9K ﹤0.01%
200
338
$9K ﹤0.01%
692
339
$9K ﹤0.01%
324
+22
340
$9K ﹤0.01%
918
341
$9K ﹤0.01%
+224
342
$9K ﹤0.01%
80
343
$9K ﹤0.01%
+514
344
$9K ﹤0.01%
550
345
$8K ﹤0.01%
131
346
$8K ﹤0.01%
83
347
$8K ﹤0.01%
65
348
$8K ﹤0.01%
200
349
$8K ﹤0.01%
100
350
$8K ﹤0.01%
500
12 13
14
15 16