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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 1.28%
33,435
-2,256
27
$3.84M 1.15%
43,157
-756
28
$3.6M 1.07%
30,461
+8,795
29
$3.56M 1.06%
61,766
-639
30
$3.41M 1.02%
57,291
-579
31
$3.34M 1%
26,888
+1,173
32
$3.24M 0.97%
59,776
+3,595
33
$3.05M 0.91%
26,474
+9,367
34
$2.97M 0.89%
34,264
+1,644
35
$2.96M 0.88%
43,244
+43,104
36
$2.96M 0.88%
23,469
+9,244
37
$2.82M 0.84%
88,821
+68,735
38
$2.65M 0.79%
49,801
+17,633
39
$2.5M 0.75%
29,614
-1,951
40
$2.48M 0.74%
30,959
+23,411
41
$2.46M 0.73%
80,352
-847
42
$2.26M 0.67%
26,990
-1,542
43
$2.11M 0.63%
9,770
+1,484
44
$1.94M 0.58%
24,283
-1,006
45
$1.73M 0.52%
34,495
+2,950
46
$1.67M 0.5%
26,383
-1,132
47
$1.55M 0.46%
58,490
+10,290
48
$1.54M 0.46%
31,535
+5,137
49
$1.54M 0.46%
63,594
+10,884
50
$1.52M 0.45%
40,612
-3,094
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