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
$346M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.03M
3
+$2.97M
4
DUK icon
Duke Energy
DUK
+$2.89M
5
TTE icon
TotalEnergies
TTE
+$2.83M

Top Sells

1
+$2.9M
2
+$2.54M
3
+$2.4M
4
MRK icon
Merck
MRK
+$2.34M
5
TSM icon
TSMC
TSM
+$2.19M

Sector Composition

1 Healthcare 15.53%
2 Communication Services 14.71%
3 Consumer Staples 13.15%
4 Technology 10.66%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 1.28%
34,329
+4,645
27
$4.08M 1.18%
96,200
-12,440
28
$4.03M 1.16%
61,129
-1,224
29
$3.92M 1.13%
44,548
+2,793
30
$3.81M 1.1%
45,698
-30,441
31
$3.81M 1.1%
27,687
+1,408
32
$3.79M 1.09%
21,431
+13,564
33
$3.55M 1.02%
60,798
+6,238
34
$3.43M 0.99%
26,042
+216
35
$3.4M 0.98%
43,323
+9,594
36
$3.1M 0.9%
37,557
+2,609
37
$2.66M 0.77%
11,293
+867
38
$2.47M 0.71%
28,030
+879
39
$2.34M 0.67%
25,738
+842
40
$2.23M 0.64%
24,780
-18,823
41
$2.04M 0.59%
38,642
+1,869
42
$1.96M 0.57%
12,270
+1,776
43
$1.93M 0.56%
23,922
-1,001
44
$1.92M 0.55%
29,469
+1,734
45
$1.91M 0.55%
35,818
+2,253
46
$1.89M 0.55%
75,054
+4,824
47
$1.85M 0.53%
26,678
+1,793
48
$1.82M 0.53%
43,249
+2,412
49
$1.79M 0.52%
69,518
+4,885
50
$1.76M 0.51%
24,580
-703
1
2
3 4 5