BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
-9.05%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$388M
AUM Growth
-$47.7M
(-11%)
Cap. Flow
-$4.77M
Cap. Flow
% of AUM
-1.23%
Top 10 Holdings %
Top 10 Hldgs %
34.02%
Holding
722
New
368
Increased
194
Reduced
76
Closed
28
Top Buys
| 1 |
Amazon
AMZN
|
+$7.6M |
| 2 |
HEICO
HEI
|
+$4.47M |
| 3 |
Apple
AAPL
|
+$4.38M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
+$4.37M |
| 5 |
MXIM
Maxim Integrated Products
MXIM
|
+$4.1M |
Top Sells
| 1 |
CME Group
CME
|
+$15M |
| 2 |
LyondellBasell Industries
LYB
|
+$4.62M |
| 3 |
Industrial Select Sector SPDR Fund
XLI
|
+$4.27M |
| 4 |
SPDR S&P Biotech ETF
XBI
|
+$4.08M |
| 5 |
Illinois Tool Works
ITW
|
+$4.06M |
Sector Composition
| 1 | Technology | 13.45% |
| 2 | Communication Services | 12.12% |
| 3 | Industrials | 11.03% |
| 4 | Healthcare | 10.37% |
| 5 | Consumer Discretionary | 9.32% |
