BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
This Quarter Return
-4.11%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(-2.6%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
39.09%
Holding
472
New
30
Increased
129
Reduced
96
Closed
52
Top Buys
| 1 |
Pinnacle West Capital
PNW
|
$10.2M |
| 2 |
Diageo
DEO
|
$2.88M |
| 3 |
Procter & Gamble
PG
|
$1.67M |
| 4 |
Philip Morris
PM
|
$1.48M |
| 5 |
Sanofi
SNY
|
$1.27M |
Top Sells
| 1 |
TE
TECO ENERGY INC
TE
|
$14.1M |
| 2 |
Consolidated Edison
ED
|
$1.72M |
| 3 |
Darden Restaurants
DRI
|
$1.61M |
| 4 |
Garmin
GRMN
|
$1.49M |
| 5 |
PPL Corp
PPL
|
$1.28M |
Sector Composition
| 1 | Utilities | 14.87% |
| 2 | Communication Services | 14.09% |
| 3 | Consumer Staples | 13.2% |
| 4 | Energy | 13.09% |
| 5 | Healthcare | 10.45% |
