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
$346M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.03M
3
+$2.97M
4
DUK icon
Duke Energy
DUK
+$2.89M
5
TTE icon
TotalEnergies
TTE
+$2.83M

Top Sells

1
+$2.9M
2
+$2.54M
3
+$2.4M
4
MRK icon
Merck
MRK
+$2.34M
5
TSM icon
TSMC
TSM
+$2.19M

Sector Composition

1 Healthcare 15.53%
2 Communication Services 14.71%
3 Consumer Staples 13.15%
4 Technology 10.66%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-651
327
– –
-1,511
328
– –
-660
329
– –
-1,452
330
– –
-667
331
– –
-85
332
– –
-249
333
– –
-230
334
– –
-398
335
– –
-3,818
336
– –
-500
337
– –
-1,269
338
– –
-336
339
– –
-105
340
– –
-1,151
341
– –
-240
342
– –
-464
343
– –
-200
344
– –
-6,767
345
– –
-5,088
346
– –
-221
347
– –
-1,560
348
– –
-634
349
– –
-107
350
– –
-1,145
11 12 13
14
15