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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
22
377
– –
-35
378
$0 ﹤0.01%
1
379
– –
-392
380
– –
-20
381
– –
-18,930
382
– –
-130
383
– –
-82
384
– –
-5,292
385
– –
-20
386
– –
-404
387
– –
-100
388
– –
-45
389
– –
-200
390
– –
-135
391
– –
-942
392
– –
-15
393
– –
-330
394
– –
-1,000
395
– –
-415
396
– –
-100
397
– –
-26,334
398
– –
-775
399
– –
-167
400
– –
-90
13 14 15
16
17