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
451
$10K ﹤0.01%
750
452
$9K ﹤0.01%
307
453
$9K ﹤0.01%
250
454
$9K ﹤0.01%
270
455
$9K ﹤0.01%
720
+3
456
$9K ﹤0.01%
44
+26
457
$9K ﹤0.01%
215
-100
458
$8K ﹤0.01%
609
-1,014
459
$8K ﹤0.01%
162
460
$8K ﹤0.01%
51
461
$8K ﹤0.01%
102
462
$8K ﹤0.01%
+393
463
$8K ﹤0.01%
83
464
$8K ﹤0.01%
100
465
$8K ﹤0.01%
500
466
$8K ﹤0.01%
400
467
$7K ﹤0.01%
98
468
$7K ﹤0.01%
350
469
$7K ﹤0.01%
235
-37
470
$7K ﹤0.01%
692
471
$7K ﹤0.01%
205
472
$7K ﹤0.01%
1,544
473
$7K ﹤0.01%
1,777
474
$7K ﹤0.01%
572
+4
475
$6K ﹤0.01%
86
17 18
19
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