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
$256M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.6M
3
+$10.4M
4
KMI icon
Kinder Morgan
KMI
+$10.1M
5
SO icon
Southern Company
SO
+$9.94M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.12%
2 Energy 15.81%
3 Communication Services 14.77%
4 Consumer Staples 12.37%
5 Healthcare 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.93%
+32,802
27
$2.35M 0.91%
+85,539
28
$2.3M 0.9%
+20,248
29
$2.21M 0.86%
+22,642
30
$2.16M 0.84%
+69,144
31
$2.11M 0.82%
+13,218
32
$2.11M 0.82%
+16,964
33
$2.08M 0.81%
+31,825
34
$2.05M 0.8%
+19,835
35
$1.98M 0.77%
+127,550
36
$1.97M 0.77%
+48,420
37
$1.91M 0.74%
+58,825
38
$1.85M 0.72%
+30,991
39
$1.69M 0.66%
+20,090
40
$1.62M 0.63%
+46,366
41
$1.59M 0.62%
+77,896
42
$1.57M 0.61%
+58,800
43
$1.55M 0.61%
+10,359
44
$1.52M 0.59%
+118,470
45
$1.41M 0.55%
+18,659
46
$1.38M 0.54%
+26,578
47
$1.36M 0.53%
+8,860
48
$1.35M 0.53%
+28,428
49
$1.28M 0.5%
+46,353
50
$1.24M 0.48%
+21,941
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