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
401
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402
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403
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-600
404
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405
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-8,889
406
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-955
407
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-51
408
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409
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410
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-700
411
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-331
412
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-1,396
413
– –
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414
$0 ﹤0.01%
5
415
$0 ﹤0.01%
157
416
– –
-7
417
– –
-955
418
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419
$0 ﹤0.01%
+6
420
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-90
421
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-500
422
$0 ﹤0.01%
+3
423
$0 ﹤0.01%
+26
424
– –
-374
425
– –
-100
14 15 16
17
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