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
$394M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.42M
3
+$1.72M
4
D icon
Dominion Energy
D
+$1.65M
5
DUK icon
Duke Energy
DUK
+$886K

Top Sells

1
+$4.33M
2
+$3.22M
3
+$2.78M
4
PM icon
Philip Morris
PM
+$2.56M
5
IBM icon
IBM
IBM
+$2.37M

Sector Composition

1 Communication Services 14.31%
2 Healthcare 11.49%
3 Consumer Staples 11.24%
4 Technology 10.56%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.53%
20,093
-512
52
$2.06M 0.52%
10,441
-306
53
$2.03M 0.52%
27,977
-13,288
54
$1.65M 0.42%
+20,393
55
$1.5M 0.38%
37,529
+6,379
56
$1.43M 0.36%
17,208
-24
57
$1.38M 0.35%
36,156
-1,688
58
$1.21M 0.31%
9,722
+715
59
$1.2M 0.31%
9,968
-5,749
60
$1.12M 0.28%
37,645
-312
61
$1.09M 0.28%
23,132
+8,869
62
$1.08M 0.27%
75,597
-5,884
63
$1.05M 0.27%
6,280
+3,022
64
$1.05M 0.27%
12,972
+5,576
65
$1.03M 0.26%
100,609
+2,123
66
$1.01M 0.26%
8,838
-4,230
67
$990K 0.25%
48,401
+561
68
$966K 0.25%
11,845
-92
69
$959K 0.24%
15,789
+8,323
70
$949K 0.24%
36,616
+720
71
$914K 0.23%
50,860
-1,590
72
$892K 0.23%
39,758
+2,358
73
$886K 0.23%
10,589
+437
74
$880K 0.22%
15,901
-2,176
75
$860K 0.22%
16,016
-957
1 2
3
4 5