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
$256M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.6M
3
+$10.4M
4
KMI icon
Kinder Morgan
KMI
+$10.1M
5
SO icon
Southern Company
SO
+$9.94M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.12%
2 Energy 15.81%
3 Communication Services 14.77%
4 Consumer Staples 12.37%
5 Healthcare 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.45%
+17,492
52
$1.07M 0.42%
+19,491
53
$1.01M 0.4%
+14,928
54
$994K 0.39%
+36,119
55
$943K 0.37%
+33,808
56
$933K 0.36%
+10,982
57
$877K 0.34%
+8,354
58
$742K 0.29%
+9,484
59
$728K 0.28%
+9,477
60
$728K 0.28%
+31,020
61
$694K 0.27%
+21,600
62
$690K 0.27%
+3,399
63
$639K 0.25%
+2,823
64
$634K 0.25%
+19,368
65
$599K 0.23%
+8,645
66
$534K 0.21%
+18,080
67
$525K 0.2%
+10,765
68
$523K 0.2%
+5,198
69
$487K 0.19%
+53,123
70
$483K 0.19%
+23,677
71
$476K 0.19%
+12,797
72
$474K 0.18%
+2,008
73
$473K 0.18%
+11,675
74
$441K 0.17%
+3,812
75
$438K 0.17%
+3,036
1 2
3
4 5