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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.06%
37,437
+1,371
27
$2.61M 1.03%
101,597
+591
28
$2.6M 1.03%
33,090
-2,070
29
$2.53M 1%
34,349
+1,302
30
$2.35M 0.93%
17,947
+2,853
31
$2.34M 0.92%
77,702
-31,775
32
$2.26M 0.89%
51,055
+1,055
33
$2.16M 0.85%
19,794
+1,380
34
$1.96M 0.77%
27,222
+23,215
35
$1.92M 0.76%
136,910
+2,460
36
$1.84M 0.72%
67,810
+5,442
37
$1.77M 0.7%
49,608
+1,428
38
$1.76M 0.69%
23,245
+1,010
39
$1.72M 0.68%
17,430
-1,954
40
$1.64M 0.65%
51,603
-26,033
41
$1.6M 0.63%
21,524
+1,109
42
$1.53M 0.6%
32,216
+1,124
43
$1.51M 0.6%
21,716
+283
44
$1.49M 0.59%
82,439
+786
45
$1.35M 0.53%
62,379
-10,536
46
$1.34M 0.53%
15,110
+7,665
47
$1.31M 0.52%
108,602
-1,016
48
$1.28M 0.51%
6,940
+2,090
49
$1.18M 0.46%
21,868
+4,660
50
$1.16M 0.46%
8,343
+179
1
2
3 4 5