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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
693
377
$3K ﹤0.01%
50
378
$3K ﹤0.01%
90
379
$3K ﹤0.01%
66
380
$3K ﹤0.01%
39
-60
381
$2K ﹤0.01%
200
-700
382
$2K ﹤0.01%
371
383
$2K ﹤0.01%
40
-20
384
$2K ﹤0.01%
90
385
$2K ﹤0.01%
55
386
$2K ﹤0.01%
80
387
$1K ﹤0.01%
17
388
$1K ﹤0.01%
45
389
$1K ﹤0.01%
20
390
$1K ﹤0.01%
51
391
$1K ﹤0.01%
100
392
$1K ﹤0.01%
100
393
$1K ﹤0.01%
5
394
$1K ﹤0.01%
+157
395
$1K ﹤0.01%
7
396
$1K ﹤0.01%
513
+8
397
$1K ﹤0.01%
100
398
$1K ﹤0.01%
5,000
399
– –
-602
400
– –
-570
14 15
16
17 18