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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$30K 0.01%
500
327
$30K 0.01%
1,510
328
$30K 0.01%
704
329
$30K 0.01%
542
330
$29K 0.01%
1,135
+5
331
$28K 0.01%
654
332
$28K 0.01%
+250
333
$28K 0.01%
587
+5
334
$27K 0.01%
3,066
+6
335
$27K 0.01%
1,736
336
$27K 0.01%
965
337
$26K 0.01%
506
338
$26K 0.01%
2,378
339
$26K 0.01%
462
340
$26K 0.01%
475
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341
$26K 0.01%
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342
$26K 0.01%
441
343
$25K 0.01%
779
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344
$25K 0.01%
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345
$25K 0.01%
136
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346
$25K 0.01%
393
347
$24K 0.01%
1,448
+783
348
$24K 0.01%
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-31
349
$24K 0.01%
10,000
-140,000
350
$24K 0.01%
209
12 13
14
15 16