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
$394M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.42M
3
+$1.72M
4
D icon
Dominion Energy
D
+$1.65M
5
DUK icon
Duke Energy
DUK
+$886K

Top Sells

1
+$4.33M
2
+$3.22M
3
+$2.78M
4
PM icon
Philip Morris
PM
+$2.56M
5
IBM icon
IBM
IBM
+$2.37M

Sector Composition

1 Communication Services 14.31%
2 Healthcare 11.49%
3 Consumer Staples 11.24%
4 Technology 10.56%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.21M 1.32%
34,195
+2,374
27
$4.98M 1.27%
94,600
+1,440
28
$4.75M 1.21%
17,787
+2,311
29
$4.67M 1.19%
47,285
+3,421
30
$4.49M 1.14%
62,865
+37,356
31
$4.33M 1.1%
131,484
+24,852
32
$4.24M 1.08%
49,612
-78
33
$4.17M 1.06%
73,313
+6,045
34
$4.14M 1.05%
96,355
-3,347
35
$3.86M 0.98%
54,846
+5,728
36
$3.41M 0.87%
59,432
+2,448
37
$3.41M 0.87%
53,313
+5,085
38
$3.4M 0.86%
40,002
+4,167
39
$3.39M 0.86%
29,468
+28
40
$3.36M 0.85%
44,448
+4,637
41
$3.27M 0.83%
113,124
+12,486
42
$3.13M 0.8%
110,280
+14,166
43
$3.12M 0.79%
46,800
+1,118
44
$2.9M 0.74%
54,987
+4,306
45
$2.72M 0.69%
8,484
-2,493
46
$2.7M 0.69%
15,545
+2,740
47
$2.49M 0.63%
26,401
-738
48
$2.43M 0.62%
26,469
+660
49
$2.4M 0.61%
23,771
-205
50
$2.13M 0.54%
8,378
+70
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