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BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Est. Return
4.16%
This Fund
S&P 500
This Quarter
Est. Return
-0.01%
1 Year Est. Return
-4.16%
3 Year Est. Return
+31.71%
5 Year Est. Return
+75.12%
10 Year Est. Return
–
AUM
$256M
AUM Growth
–
Cap. Flow
+$259M
Cap. Flow
% of AUM
101.03%
Top 10 Holdings %
Top 10 Hldgs %
39.5%
Holding
431
New
431
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verizon
VZ
|
+$12M |
| 2 |
AT&T
T
|
+$11.9M |
| 3 |
TE
TECO ENERGY INC
TE
|
+$10.9M |
| 4 |
Southern Company
SO
|
+$10.7M |
| 5 |
Kinder Morgan
KMI
|
+$9.97M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Utilities | 16.12% |
| 2 | Energy | 15.81% |
| 3 | Communication Services | 14.77% |
| 4 | Consumer Staples | 12.4% |
| 5 | Healthcare | 8.38% |
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Bruderman Asset Management's Q1 2015 Portfolio in Review
Q1 2015 is the first quarter with a 13F filing on record for Bruderman Asset Management, which disclosed 431 positions worth $256M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is Verizon: 248,358 shares worth $12.1M.
By sector, the portfolio is most concentrated in Utilities at 16% of assets, followed by Energy and Communication Services.
- Bruderman Asset Management's largest Q1 2015 buy was Verizon: 248,358 shares worth $12.1M.
- Bruderman Asset Management's ten largest holdings make up 40% of its $256M portfolio in Q1 2015.
- Bruderman Asset Management disclosed 431 positions in Q1 2015, its first 13F filing on record.
Based on Bruderman Asset Management's 13F filing for Q1 2015, filed 11 May 2015.