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
$346M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.03M
3
+$2.97M
4
DUK icon
Duke Energy
DUK
+$2.89M
5
TTE icon
TotalEnergies
TTE
+$2.83M

Top Sells

1
+$2.9M
2
+$2.54M
3
+$2.4M
4
MRK icon
Merck
MRK
+$2.34M
5
TSM icon
TSMC
TSM
+$2.19M

Sector Composition

1 Healthcare 15.53%
2 Communication Services 14.71%
3 Consumer Staples 13.15%
4 Technology 10.66%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.51%
72,855
+21,420
52
$1.66M 0.48%
11,591
-14,799
53
$1.65M 0.48%
26,532
+2,247
54
$1.49M 0.43%
37,604
-1,576
55
$1.37M 0.39%
17,586
+759
56
$1.21M 0.35%
22,091
+746
57
$1.13M 0.33%
12,690
-3,806
58
$1.13M 0.33%
10,993
-146
59
$1.12M 0.32%
84,819
-3,953
60
$1.11M 0.32%
6,209
-22
61
$1.08M 0.31%
17,809
-38,580
62
$1.04M 0.3%
7,301
-354
63
$933K 0.27%
15,819
-1,262
64
$925K 0.27%
57,840
+1,070
65
$869K 0.25%
17,610
+153
66
$856K 0.25%
10,433
-1,425
67
$834K 0.24%
30,291
+1,404
68
$823K 0.24%
8,905
+2,456
69
$807K 0.23%
7,516
-99
70
$734K 0.21%
6,186
-1,975
71
$724K 0.21%
35,246
+3,134
72
$710K 0.21%
74,404
+6,451
73
$641K 0.19%
25,822
+5,283
74
$607K 0.18%
5,355
-107
75
$607K 0.18%
28,301
+3,038
1 2
3
4 5