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
401
– –
-500
402
$0 ﹤0.01%
6
403
– –
-85
404
– –
-513
405
$0 ﹤0.01%
1
406
$0 ﹤0.01%
26
407
– –
-1,000
408
– –
-56
409
– –
-155
410
– –
-18,930
411
– –
-130
13 14 15 16
17