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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$19K ﹤0.01%
140
-7
377
$19K ﹤0.01%
135
378
$19K ﹤0.01%
470
379
$18K ﹤0.01%
650
380
$18K ﹤0.01%
1,500
381
$18K ﹤0.01%
563
+5
382
$18K ﹤0.01%
400
383
$18K ﹤0.01%
143
384
$17K ﹤0.01%
105
385
$17K ﹤0.01%
241
+1
386
$17K ﹤0.01%
299
387
$17K ﹤0.01%
150
388
$17K ﹤0.01%
450
389
$17K ﹤0.01%
246
390
$17K ﹤0.01%
200
-300
391
$17K ﹤0.01%
96
-60
392
$16K ﹤0.01%
500
393
$16K ﹤0.01%
366
-12
394
$16K ﹤0.01%
1,000
395
$15K ﹤0.01%
400
396
$15K ﹤0.01%
411
-13
397
$15K ﹤0.01%
133
398
$15K ﹤0.01%
90
399
$14K ﹤0.01%
3,166
400
$14K ﹤0.01%
1,276
+6
14 15
16
17 18