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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
43
352
$7K ﹤0.01%
+85
353
$7K ﹤0.01%
267
354
$7K ﹤0.01%
140
-21,728
355
$7K ﹤0.01%
248
356
$7K ﹤0.01%
500
357
$6K ﹤0.01%
200
-358
358
$6K ﹤0.01%
206
359
$6K ﹤0.01%
+500
360
$6K ﹤0.01%
+215
361
$6K ﹤0.01%
215
+2
362
$5K ﹤0.01%
500
363
$5K ﹤0.01%
231
364
$5K ﹤0.01%
79
365
$5K ﹤0.01%
114
366
$5K ﹤0.01%
+6,440
367
$5K ﹤0.01%
500
368
$5K ﹤0.01%
33
369
$5K ﹤0.01%
76
370
$4K ﹤0.01%
130
371
$4K ﹤0.01%
20
372
$4K ﹤0.01%
59
+1
373
$4K ﹤0.01%
76
+1
374
$3K ﹤0.01%
37
375
$3K ﹤0.01%
15
-10
13 14
15
16 17