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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 1.2%
109,360
+17,180
27
$3.21M 1%
56,181
+6,576
28
$3.19M 1%
62,405
+6,650
29
$3.18M 1%
57,870
-1,187
30
$2.96M 0.93%
25,715
+1,735
31
$2.9M 0.91%
+53,493
32
$2.89M 0.91%
32,620
+13,348
33
$2.65M 0.83%
31,565
+465
34
$2.63M 0.82%
21,666
+8,553
35
$2.55M 0.8%
77,778
+1,586
36
$2.29M 0.72%
28,532
+189
37
$2.13M 0.67%
81,199
+148
38
$2.06M 0.64%
17,107
+2,719
39
$1.97M 0.62%
25,289
+278
40
$1.96M 0.61%
14,225
+7,037
41
$1.9M 0.59%
27,515
-42,449
42
$1.77M 0.56%
32,168
+3,534
43
$1.74M 0.55%
31,545
+4,268
44
$1.74M 0.54%
8,286
+235
45
$1.69M 0.53%
43,706
-13,996
46
$1.69M 0.53%
111,880
+410
47
$1.66M 0.52%
12,816
-3,556
48
$1.46M 0.46%
18,764
+2,054
49
$1.39M 0.43%
26,398
+3,981
50
$1.37M 0.43%
19,248
+135
1
2
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