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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.38%
20,142
+9,357
52
$988K 0.37%
7,482
+695
53
$925K 0.35%
36,421
-1,304
54
$907K 0.34%
44,400
-17,979
55
$878K 0.33%
6,675
-1,668
56
$878K 0.33%
4,307
+2,920
57
$860K 0.32%
11,027
+1,752
58
$843K 0.32%
3,881
+477
59
$787K 0.3%
14,365
-998
60
$771K 0.29%
6,743
-280
61
$745K 0.28%
43,590
-1,025
62
$722K 0.27%
4,474
+873
63
$718K 0.27%
12,446
-5,826
64
$713K 0.27%
9,113
-443
65
$643K 0.24%
7,150
+146
66
$631K 0.24%
9,482
-1,435
67
$592K 0.22%
5,760
+651
68
$585K 0.22%
21,526
-3,212
69
$568K 0.21%
13,222
+1,251
70
$560K 0.21%
13,192
+4,346
71
$530K 0.2%
6,290
-2,144
72
$513K 0.19%
7,179
-1,139
73
$504K 0.19%
11,777
+11,222
74
$502K 0.19%
55,155
+1,534
75
$501K 0.19%
24,150
+23,325
1 2
3
4 5