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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
200
352
$6K ﹤0.01%
79
353
$5K ﹤0.01%
+396
354
$5K ﹤0.01%
231
355
$5K ﹤0.01%
500
356
$5K ﹤0.01%
75
357
$4K ﹤0.01%
50
358
$4K ﹤0.01%
244
+7
359
$4K ﹤0.01%
60
+1
360
$4K ﹤0.01%
110
-4,327
361
$4K ﹤0.01%
66
362
$3K ﹤0.01%
+31
363
$3K ﹤0.01%
+56
364
$3K ﹤0.01%
+425
365
$3K ﹤0.01%
125
366
$2K ﹤0.01%
55
-75
367
$2K ﹤0.01%
200
368
$2K ﹤0.01%
+53
369
$2K ﹤0.01%
693
370
$2K ﹤0.01%
+48
371
$1K ﹤0.01%
17
372
$1K ﹤0.01%
37
+2
373
$1K ﹤0.01%
+13
374
$1K ﹤0.01%
100
375
$1K ﹤0.01%
75
13 14
15
16 17