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
401
$14K ﹤0.01%
114
402
$14K ﹤0.01%
336
403
$14K ﹤0.01%
492
+3
404
$14K ﹤0.01%
518
405
$14K ﹤0.01%
210
406
$14K ﹤0.01%
170
407
$14K ﹤0.01%
286
408
$14K ﹤0.01%
500
409
$13K ﹤0.01%
+142
410
$13K ﹤0.01%
373
+1
411
$13K ﹤0.01%
730
-860
412
$13K ﹤0.01%
1,265
413
$13K ﹤0.01%
200
414
$13K ﹤0.01%
10
415
$13K ﹤0.01%
100
416
$13K ﹤0.01%
162
417
$13K ﹤0.01%
447
418
$13K ﹤0.01%
100
419
$12K ﹤0.01%
288
+1
420
$12K ﹤0.01%
532
421
$12K ﹤0.01%
349
422
$12K ﹤0.01%
729
423
$12K ﹤0.01%
428
+2
424
$12K ﹤0.01%
168
425
$12K ﹤0.01%
68
15 16
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