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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.29M 1.38%
41,097
-976
27
$6.24M 1.37%
161,748
-7,944
28
$6.01M 1.32%
38,467
-534
29
$5.74M 1.26%
75,441
-267
30
$5.73M 1.26%
74,738
+587
31
$5.58M 1.22%
23,050
+4
32
$5.39M 1.18%
17,948
-143
33
$5.13M 1.13%
49,325
-1,083
34
$4.97M 1.09%
117,915
+116,355
35
$4.97M 1.09%
76,649
-1,990
36
$4.69M 1.03%
80,600
-1,903
37
$4.66M 1.02%
+138,710
38
$4.43M 0.97%
55,131
+55,112
39
$4.36M 0.96%
82,070
+1,487
40
$4.27M 0.94%
11,199
+133
41
$3.59M 0.79%
29,289
-499
42
$3.53M 0.77%
79,650
-424
43
$3.3M 0.72%
20,049
+1
44
$3.27M 0.72%
67,628
+108
45
$3.13M 0.69%
38,829
+527
46
$3.01M 0.66%
57,090
+996
47
$2.65M 0.58%
32,767
-1,222
48
$2.51M 0.55%
17,944
-275
49
$2.46M 0.54%
46,312
+332
50
$2.36M 0.52%
60,605
-2,697
1
2
3 4 5