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
$346M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.03M
3
+$2.97M
4
DUK icon
Duke Energy
DUK
+$2.89M
5
TTE icon
TotalEnergies
TTE
+$2.83M

Top Sells

1
+$2.9M
2
+$2.54M
3
+$2.4M
4
MRK icon
Merck
MRK
+$2.34M
5
TSM icon
TSMC
TSM
+$2.19M

Sector Composition

1 Healthcare 15.53%
2 Communication Services 14.71%
3 Consumer Staples 13.15%
4 Technology 10.66%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
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