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
326
$9K ﹤0.01%
235
-135
327
$9K ﹤0.01%
692
328
$9K ﹤0.01%
918
329
$9K ﹤0.01%
267
330
$9K ﹤0.01%
+200
331
$9K ﹤0.01%
100
332
$9K ﹤0.01%
348
+100
333
$9K ﹤0.01%
43
334
$9K ﹤0.01%
80
335
$9K ﹤0.01%
550
336
$8K ﹤0.01%
131
337
$8K ﹤0.01%
326
+2
338
$8K ﹤0.01%
300
-10,447
339
$8K ﹤0.01%
+120
340
$8K ﹤0.01%
84
+1
341
$8K ﹤0.01%
204
+1
342
$8K ﹤0.01%
101
+1
343
$8K ﹤0.01%
713
344
$8K ﹤0.01%
100
345
$7K ﹤0.01%
505
-1,408
346
$7K ﹤0.01%
140
347
$7K ﹤0.01%
530
+16
348
$7K ﹤0.01%
200
349
$7K ﹤0.01%
500
350
$6K ﹤0.01%
145
-3,463
12 13
14
15 16