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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.5%
25,307
+727
52
$1.85M 0.49%
73,266
+411
53
$1.76M 0.47%
7,925
+5,536
54
$1.49M 0.4%
17,866
-19,691
55
$1.39M 0.37%
38,558
+954
56
$1.39M 0.37%
10,728
-863
57
$1.39M 0.37%
17,146
-440
58
$1.33M 0.36%
46,976
+16,685
59
$1.29M 0.34%
16,717
-7,205
60
$1.22M 0.33%
12,998
+308
61
$1.21M 0.32%
+7,017
62
$1.18M 0.31%
84,982
+163
63
$1.1M 0.29%
7,312
+11
64
$1.09M 0.29%
17,762
-47
65
$993K 0.27%
+25,465
66
$986K 0.26%
56,640
-1,200
67
$959K 0.26%
17,723
+113
68
$926K 0.25%
7,825
+4,227
69
$912K 0.24%
41,513
+6,267
70
$893K 0.24%
87,316
+12,912
71
$884K 0.24%
+10,799
72
$870K 0.23%
9,382
+477
73
$855K 0.23%
10,593
+160
74
$835K 0.22%
6,301
+115
75
$812K 0.22%
30,240
+4,418
1 2
3
4 5