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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.31M 0.46%
17,110
-41,038
52
$1.28M 0.45%
23,737
-1,191
53
$1.21M 0.42%
19,113
+6,667
54
$1.17M 0.41%
91,654
-507
55
$1.11M 0.39%
22,417
+19,658
56
$1.08M 0.37%
47,226
+2,826
57
$1.08M 0.37%
36,125
-2,175
58
$1.02M 0.35%
37,506
-28,290
59
$999K 0.35%
16,249
+10,280
60
$967K 0.34%
7,188
+5,492
61
$933K 0.32%
+39,585
62
$930K 0.32%
6,552
-930
63
$924K 0.32%
11,049
+22
64
$920K 0.32%
+13,475
65
$918K 0.32%
7,800
+7,550
66
$904K 0.31%
15,821
+7,537
67
$861K 0.3%
3,887
+6
68
$838K 0.29%
14,591
+226
69
$753K 0.26%
31,534
-4,887
70
$747K 0.26%
6,697
-46
71
$700K 0.24%
4,443
-31
72
$695K 0.24%
7,281
+131
73
$683K 0.24%
10,521
+10,117
74
$663K 0.23%
8,340
-773
75
$655K 0.23%
4,424
+2,645
1 2
3
4 5