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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.04%
54,904
+35,447
27
$2.72M 1.02%
18,801
+854
28
$2.69M 1.01%
48,408
-2,647
29
$2.67M 1.01%
34,230
+12,706
30
$2.67M 1%
+68,520
31
$2.65M 1%
35,962
-1,475
32
$2.58M 0.97%
74,767
-2,935
33
$2.55M 0.96%
22,660
+2,866
34
$2.54M 0.96%
33,155
-1,194
35
$2.23M 0.84%
97,845
+78,460
36
$1.99M 0.75%
129,920
-6,990
37
$1.91M 0.72%
65,796
-2,014
38
$1.83M 0.69%
38,237
+37,603
39
$1.78M 0.67%
22,311
-934
40
$1.76M 0.66%
14,893
-2,537
41
$1.75M 0.66%
8,889
+1,949
42
$1.73M 0.65%
22,254
+538
43
$1.67M 0.63%
47,174
-2,434
44
$1.62M 0.61%
88,185
+5,746
45
$1.55M 0.58%
58,938
-42,659
46
$1.32M 0.5%
+24,928
47
$1.27M 0.48%
13,737
-1,373
48
$1.24M 0.47%
92,161
-16,441
49
$1.15M 0.43%
38,300
-105
50
$1.06M 0.4%
23,255
-8,961
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