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
551
$2K ﹤0.01%
+31
552
$2K ﹤0.01%
314
553
$2K ﹤0.01%
117
+2
554
$2K ﹤0.01%
24
-36
555
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33
556
$2K ﹤0.01%
91
557
$2K ﹤0.01%
150
558
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28
-44
559
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122
560
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15
561
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37
-221
562
$2K ﹤0.01%
60
563
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110
-150
564
$2K ﹤0.01%
+30
565
$2K ﹤0.01%
89
566
$2K ﹤0.01%
+13
567
$2K ﹤0.01%
9
-200
568
$2K ﹤0.01%
100
569
$2K ﹤0.01%
500
570
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9
571
$2K ﹤0.01%
111
572
$2K ﹤0.01%
30
573
$2K ﹤0.01%
29
-43
574
$2K ﹤0.01%
110
575
$2K ﹤0.01%
100
21 22
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