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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
105
352
$8K ﹤0.01%
302
353
$8K ﹤0.01%
267
354
$8K ﹤0.01%
250
355
$8K ﹤0.01%
301
+283
356
$8K ﹤0.01%
+83
357
$8K ﹤0.01%
80
358
$8K ﹤0.01%
65
359
$8K ﹤0.01%
100
-60
360
$8K ﹤0.01%
100
361
$8K ﹤0.01%
500
362
$8K ﹤0.01%
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363
$8K ﹤0.01%
43
364
$7K ﹤0.01%
+131
365
$7K ﹤0.01%
900
366
$7K ﹤0.01%
+248
367
$7K ﹤0.01%
145
368
$7K ﹤0.01%
500
369
$7K ﹤0.01%
160
370
$7K ﹤0.01%
99
371
$6K ﹤0.01%
206
372
$6K ﹤0.01%
84
373
$6K ﹤0.01%
79
374
$6K ﹤0.01%
150
375
$5K ﹤0.01%
500
13 14
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16 17