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
$302M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.44M
3
+$3.2M
4
MMM icon
3M
MMM
+$2.83M
5
ADBE icon
Adobe
ADBE
+$2.73M

Top Sells

1
+$12.3M
2
+$2.87M
3
+$2.46M
4
MCD icon
McDonald's
MCD
+$1.72M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$402K

Sector Composition

1 Healthcare 14.69%
2 Utilities 12.6%
3 Communication Services 12.12%
4 Technology 12.07%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.58M 1.52%
202,671
-108,762
27
$4.47M 1.48%
45,099
+848
28
$4.03M 1.33%
+101,066
29
$3.97M 1.31%
28,907
+3,489
30
$3.89M 1.29%
43,568
-32,177
31
$3.8M 1.26%
174,027
+32,475
32
$3.61M 1.19%
39,837
-19
33
$3.58M 1.18%
19,361
-9,338
34
$3.54M 1.17%
69,067
+2,494
35
$3.2M 1.06%
+102,360
36
$3.09M 1.02%
35,428
+897
37
$2.92M 0.97%
131,954
+24,716
38
$2.88M 0.95%
132,306
+24,762
39
$2.83M 0.94%
+21,805
40
$2.68M 0.89%
23,629
+535
41
$2.58M 0.85%
32,090
-3,765
42
$2.52M 0.83%
8,114
-1,003
43
$2.41M 0.8%
23,758
-311
44
$2.31M 0.76%
17,442
+1,117
45
$2.29M 0.76%
16,171
-1,059
46
$2.16M 0.72%
35,411
-2,413
47
$2.02M 0.67%
44,631
+364
48
$1.92M 0.64%
20,564
+2,481
49
$1.88M 0.62%
87,862
+16,451
50
$1.86M 0.61%
+5,548
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