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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
150
-92,352
352
$6K ﹤0.01%
206
353
$6K ﹤0.01%
79
354
$6K ﹤0.01%
500
355
$6K ﹤0.01%
114
356
$6K ﹤0.01%
6,440
357
$6K ﹤0.01%
33
358
$6K ﹤0.01%
85
-550
359
$6K ﹤0.01%
+290
360
$5K ﹤0.01%
200
361
$5K ﹤0.01%
215
362
$5K ﹤0.01%
500
363
$5K ﹤0.01%
76
364
$4K ﹤0.01%
130
365
$4K ﹤0.01%
20
366
$4K ﹤0.01%
231
367
$4K ﹤0.01%
693
368
$4K ﹤0.01%
50
369
$4K ﹤0.01%
59
370
$3K ﹤0.01%
37
371
$3K ﹤0.01%
15
372
$3K ﹤0.01%
90
373
$3K ﹤0.01%
66
374
$3K ﹤0.01%
39
375
$2K ﹤0.01%
200
13 14
15
16 17