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
$131M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$222K
3
+$219K
4
BDX icon
Becton Dickinson
BDX
+$214K
5
INTU icon
Intuit
INTU
+$206K

Top Sells

1
+$14.8M
2
+$11.8M
3
+$11.1M
4
MSFT icon
Microsoft
MSFT
+$11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Sector Composition

1 Technology 17.82%
2 Healthcare 14.81%
3 Communication Services 11.62%
4 Utilities 10.81%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.2%
31,391
-38,123
27
$1.56M 1.19%
3,288
-3,255
28
$1.52M 1.16%
20,903
-58,200
29
$1.51M 1.16%
28,166
-24,068
30
$1.5M 1.15%
5,597
-7,569
31
$1.44M 1.1%
10,490
-13,160
32
$1.43M 1.09%
19,699
-45,150
33
$1.42M 1.09%
3,636
-8,062
34
$1.39M 1.06%
14,260
-28,198
35
$1.36M 1.04%
7,207
-9,332
36
$1.29M 0.99%
2,715
-4,558
37
$1.29M 0.98%
3,610
-5,009
38
$1.29M 0.98%
7,424
-10,961
39
$1.22M 0.93%
16,198
-35,931
40
$1.21M 0.92%
7,063
-24,230
41
$1.2M 0.92%
8,080
-25,138
42
$1.18M 0.9%
8,347
-7,354
43
$1.11M 0.85%
6,818
-16,784
44
$1.09M 0.83%
26,141
-83,650
45
$1.08M 0.82%
5,292
-12,627
46
$1.07M 0.82%
34,972
-52,614
47
$998K 0.76%
6,900
-180
48
$976K 0.75%
12,803
-21,254
49
$973K 0.74%
7,298
-16,207
50
$966K 0.74%
4,363
-10,307
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