BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
This Quarter Return
+3.03%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$411M
AUM Growth
+$411M
(-1.6%)
Cap. Flow
-$9.11M
Cap. Flow
% of AUM
-2.22%
Top 10 Holdings %
Top 10 Hldgs %
32.5%
Holding
399
New
49
Increased
91
Reduced
125
Closed
29
Top Buys
| 1 |
Paychex
PAYX
|
$9.57M |
| 2 |
WEC Energy
WEC
|
$4.87M |
| 3 |
Garmin
GRMN
|
$4.61M |
| 4 |
LyondellBasell Industries
LYB
|
$4.57M |
| 5 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$4.51M |
Top Sells
| 1 |
Philip Morris
PM
|
$6.63M |
| 2 |
Boeing
BA
|
$5.97M |
| 3 |
Apple
AAPL
|
$4.55M |
| 4 |
Cisco
CSCO
|
$4.27M |
| 5 |
PPL Corp
PPL
|
$4.06M |
Sector Composition
| 1 | Communication Services | 11.93% |
| 2 | Technology | 11.68% |
| 3 | Industrials | 9.95% |
| 4 | Utilities | 8.93% |
| 5 | Energy | 8.77% |
