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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
+235
402
$2K ﹤0.01%
371
403
$2K ﹤0.01%
+90
404
$2K ﹤0.01%
505
+5
405
$2K ﹤0.01%
31
-888
406
$2K ﹤0.01%
55
407
$2K ﹤0.01%
5,000
408
$1K ﹤0.01%
17
409
$1K ﹤0.01%
45
-15
410
$1K ﹤0.01%
+20
411
$1K ﹤0.01%
20
412
$1K ﹤0.01%
51
413
$1K ﹤0.01%
100
414
$1K ﹤0.01%
100
415
$1K ﹤0.01%
5
416
$1K ﹤0.01%
7
417
$1K ﹤0.01%
85
418
$1K ﹤0.01%
100
419
$1K ﹤0.01%
110
420
– –
-74
421
– –
-84
422
– –
-1,052
423
– –
-1,315
424
– –
-100
425
– –
-845
15 16
17
18 19