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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.07%
53,787
+49,818
27
$3.05M 1.06%
67,509
-65,605
28
$2.98M 1.04%
59,057
+4,153
29
$2.96M 1.03%
49,605
-1,881
30
$2.89M 1.01%
37,810
+36,420
31
$2.65M 0.92%
23,980
+1,320
32
$2.49M 0.86%
31,100
-4,862
33
$2.46M 0.86%
76,192
+1,425
34
$2.26M 0.79%
57,702
+10,528
35
$2.23M 0.77%
28,343
-4,812
36
$2.12M 0.74%
81,051
-16,794
37
$2.08M 0.72%
16,372
-2,429
38
$1.98M 0.69%
25,011
-9,219
39
$1.82M 0.63%
86,904
-1,281
40
$1.81M 0.63%
14,388
-505
41
$1.66M 0.57%
8,051
+3,744
42
$1.61M 0.56%
19,272
-3,039
43
$1.61M 0.56%
111,470
-18,450
44
$1.53M 0.53%
60,373
+1,435
45
$1.52M 0.53%
28,634
+8,492
46
$1.43M 0.5%
18,689
-3,565
47
$1.42M 0.49%
13,113
+7,353
48
$1.37M 0.48%
+16,710
49
$1.34M 0.46%
12,801
-936
50
$1.32M 0.46%
27,277
+4,022
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