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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.44%
25,106
+4,643
52
$1.45M 0.43%
11,537
+2,087
53
$1.44M 0.43%
17,419
+5,011
54
$1.43M 0.43%
20,418
+5,738
55
$1.38M 0.41%
14,652
+2,710
56
$1.33M 0.4%
22,484
+4,356
57
$1.32M 0.39%
17,502
+874
58
$1.15M 0.34%
17,930
-1,318
59
$1.13M 0.34%
6,451
+15
60
$1.13M 0.34%
7,642
+5,590
61
$1.12M 0.33%
84,634
-3,479
62
$1.09M 0.33%
12,514
+653
63
$1.08M 0.32%
44,967
-873
64
$1.05M 0.31%
36,051
+41
65
$1.04M 0.31%
7,865
-4,951
66
$995K 0.3%
7,754
+7,422
67
$958K 0.29%
61,530
-50,350
68
$916K 0.27%
11,788
-6,976
69
$890K 0.27%
16,911
+204
70
$880K 0.26%
3,670
-95
71
$875K 0.26%
6,058
-290
72
$852K 0.25%
17,975
-716
73
$794K 0.24%
7,713
+6
74
$766K 0.23%
8,684
+922
75
$752K 0.22%
30,309
-1,330
1 2
3
4 5