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
426
$12K ﹤0.01%
453
427
$12K ﹤0.01%
200
428
$12K ﹤0.01%
91
-9
429
$12K ﹤0.01%
78
430
$12K ﹤0.01%
3,975
431
$11K ﹤0.01%
25
432
$11K ﹤0.01%
147
-119
433
$11K ﹤0.01%
350
434
$11K ﹤0.01%
931
435
$11K ﹤0.01%
480
+2
436
$11K ﹤0.01%
125
437
$11K ﹤0.01%
72
438
$10K ﹤0.01%
153
-88
439
$10K ﹤0.01%
200
440
$10K ﹤0.01%
100
-20
441
$10K ﹤0.01%
62
442
$10K ﹤0.01%
400
-400
443
$10K ﹤0.01%
200
444
$10K ﹤0.01%
204
+2
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$10K ﹤0.01%
104
446
$10K ﹤0.01%
200
447
$10K ﹤0.01%
129
-1,325
448
$10K ﹤0.01%
80
449
$10K ﹤0.01%
498
+3
450
$10K ﹤0.01%
315
16 17
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