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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.44%
+38,405
52
$1.03M 0.4%
18,272
-1,280
53
$927K 0.37%
37,725
+1,322
54
$917K 0.36%
19,457
-145
55
$885K 0.35%
6,787
+3,751
56
$845K 0.33%
9,556
+5,079
57
$771K 0.3%
7,023
+2,813
58
$761K 0.3%
15,363
+1,146
59
$752K 0.3%
44,615
+21,215
60
$706K 0.28%
3,404
+3
61
$706K 0.28%
8,434
-823
62
$693K 0.27%
31,703
+1,939
63
$690K 0.27%
9,275
-1,835
64
$649K 0.26%
24,738
-9,855
65
$598K 0.24%
8,318
-787
66
$552K 0.22%
7,004
-429
67
$526K 0.21%
10,917
-4,455
68
$521K 0.21%
3,601
+3,231
69
$509K 0.2%
10,785
-75
70
$507K 0.2%
6,375
+485
71
$480K 0.19%
11,971
+10
72
$477K 0.19%
5,109
+3
73
$469K 0.18%
53,621
+143
74
$438K 0.17%
15,279
-2,725
75
$433K 0.17%
4,404
+198
1 2
3
4 5