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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
40
377
$2K ﹤0.01%
56
+1
378
$1K ﹤0.01%
17
379
$1K ﹤0.01%
45
380
$1K ﹤0.01%
100
381
$1K ﹤0.01%
100
382
$1K ﹤0.01%
+75
383
$1K ﹤0.01%
513
384
$1K ﹤0.01%
5,000
385
$0 ﹤0.01%
+80
386
– –
-7,042
387
– –
-200
388
– –
-500
389
$0 ﹤0.01%
+100
390
– –
-511
391
$0 ﹤0.01%
+1
392
– –
-10,299
393
$0 ﹤0.01%
+1
394
– –
-750
395
– –
-371
396
– –
-24,150
397
$0 ﹤0.01%
20
398
– –
-184
399
– –
-223
400
– –
-224
14 15
16
17 18