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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.34M 0.42%
16,628
-482
52
$1.29M 0.4%
11,830
-971
53
$1.2M 0.37%
9,450
+1,650
54
$1.19M 0.37%
+52,710
55
$1.18M 0.37%
48,200
+8,615
56
$1.18M 0.37%
+11,942
57
$1.15M 0.36%
88,113
-3,541
58
$1.15M 0.36%
20,463
+20,078
59
$1.12M 0.35%
45,840
-1,386
60
$1.11M 0.35%
11,861
+812
61
$1.06M 0.33%
6,436
+2,012
62
$1.04M 0.33%
17,531
-6,206
63
$1.03M 0.32%
36,010
-115
64
$1.01M 0.32%
18,128
+2,307
65
$934K 0.29%
3,765
-122
66
$922K 0.29%
16,707
+458
67
$920K 0.29%
14,680
+89
68
$920K 0.29%
12,408
-6,281
69
$919K 0.29%
6,348
-204
70
$895K 0.28%
18,691
-48,818
71
$808K 0.25%
7,707
+426
72
$783K 0.25%
26,222
-34,151
73
$761K 0.24%
6,417
-280
74
$759K 0.24%
31,639
+105
75
$713K 0.22%
7,762
+3,027
1 2
3
4 5