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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.19M
3
+$3.16M
4
BUD icon
AB InBev
BUD
+$2.98M
5
CSCO icon
Cisco
CSCO
+$2.46M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.86M
4
NVS icon
Novartis
NVS
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.77M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.97M 0.51%
8,308
+383
52
$1.89M 0.49%
10,747
-1,746
53
$1.85M 0.48%
15,717
-3,451
54
$1.85M 0.48%
20,605
+3,888
55
$1.62M 0.42%
25,509
+202
56
$1.43M 0.37%
17,232
-634
57
$1.4M 0.36%
37,844
-714
58
$1.38M 0.36%
13,068
+70
59
$1.21M 0.31%
10,477
-251
60
$1.21M 0.31%
7,094
-218
61
$1.21M 0.31%
31,150
+5,685
62
$1.14M 0.29%
81,481
-3,501
63
$1.1M 0.28%
37,957
-9,019
64
$1.05M 0.27%
18,077
+354
65
$1.04M 0.27%
16,973
-789
66
$1.02M 0.27%
98,486
+11,170
67
$1.02M 0.27%
47,840
+6,327
68
$978K 0.25%
11,937
+1,138
69
$946K 0.24%
35,896
+5,656
70
$945K 0.24%
9,007
+1,182
71
$919K 0.24%
52,450
-4,190
72
$893K 0.23%
9,333
-49
73
$893K 0.23%
10,564
-33,858
74
$880K 0.23%
11,437
-36,862
75
$862K 0.22%
37,400
+3,048
1 2
3
4 5