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
576
$2K ﹤0.01%
30
577
$2K ﹤0.01%
29
-43
578
$2K ﹤0.01%
110
579
$2K ﹤0.01%
100
580
$2K ﹤0.01%
214
581
$2K ﹤0.01%
50
582
$2K ﹤0.01%
109
583
$2K ﹤0.01%
25
584
$2K ﹤0.01%
200
585
$2K ﹤0.01%
200
586
$2K ﹤0.01%
108
587
$1K ﹤0.01%
82
588
$1K ﹤0.01%
76
589
$1K ﹤0.01%
100
590
$1K ﹤0.01%
18
591
$1K ﹤0.01%
36
592
$1K ﹤0.01%
9
593
$1K ﹤0.01%
14
-22
594
$1K ﹤0.01%
120
-30
595
$1K ﹤0.01%
150
596
$1K ﹤0.01%
40
597
$1K ﹤0.01%
33
-8
598
$1K ﹤0.01%
33
599
$1K ﹤0.01%
93
600
$1K ﹤0.01%
26
22 23
24
25 26