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
326
$8K ﹤0.01%
500
327
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550
328
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+3
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$7K ﹤0.01%
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$7K ﹤0.01%
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336
$7K ﹤0.01%
200
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$6K ﹤0.01%
79
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$6K ﹤0.01%
500
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$6K ﹤0.01%
+208
340
$6K ﹤0.01%
101
341
$6K ﹤0.01%
75
-1
342
$6K ﹤0.01%
85
343
$5K ﹤0.01%
500
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$4K ﹤0.01%
130
345
$4K ﹤0.01%
+392
346
$4K ﹤0.01%
231
347
$4K ﹤0.01%
50
348
$4K ﹤0.01%
66
349
$3K ﹤0.01%
20
350
$3K ﹤0.01%
135
-1,482
12 13
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15 16