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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.19M
3
+$3.16M
4
BUD icon
AB InBev
BUD
+$2.98M
5
CSCO icon
Cisco
CSCO
+$2.46M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.86M
4
NVS icon
Novartis
NVS
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.77M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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354
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-6,485
355
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360
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361
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362
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-3,000
363
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-36
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