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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.19M
3
+$3.16M
4
BUD icon
AB InBev
BUD
+$2.98M
5
CSCO icon
Cisco
CSCO
+$2.46M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.86M
4
NVS icon
Novartis
NVS
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.77M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 1.22%
31,821
+1,777
27
$4.54M 1.17%
93,160
+580
28
$3.95M 1.02%
43,864
-3,911
29
$3.89M 1.01%
15,476
+2,197
30
$3.7M 0.96%
49,690
+8,858
31
$3.63M 0.94%
67,268
+7,947
32
$3.41M 0.88%
10,977
-2,784
33
$3.36M 0.87%
49,118
+19,677
34
$3.36M 0.87%
41,265
-8,411
35
$3.16M 0.82%
+29,440
36
$3.1M 0.8%
35,835
+5,177
37
$3.06M 0.79%
56,984
+2,333
38
$3.03M 0.78%
25,388
+25,010
39
$2.87M 0.74%
22,970
-23,906
40
$2.85M 0.74%
48,228
+7,356
41
$2.83M 0.73%
39,811
+6,163
42
$2.8M 0.73%
100,638
+15,138
43
$2.78M 0.72%
106,632
+33,366
44
$2.77M 0.72%
45,682
+1,522
45
$2.69M 0.7%
50,681
+8,165
46
$2.56M 0.66%
96,114
+15,828
47
$2.48M 0.64%
27,139
-840
48
$2.39M 0.62%
12,805
+5,788
49
$2.35M 0.61%
25,809
+645
50
$2.29M 0.59%
23,976
-2,228
1
2
3 4 5