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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.52%
+23,411
52
$2.31M 0.51%
34,661
+671
53
$2.3M 0.5%
23,092
-214
54
$2.25M 0.49%
35,872
-1,399
55
$2.22M 0.49%
21,249
+74
56
$1.58M 0.35%
351,240
+237,320
57
$1.45M 0.32%
8,686
+270
58
$1.43M 0.31%
16,442
+367
59
$1.39M 0.31%
24,225
+429
60
$1.25M 0.27%
23,245
-1,574
61
$1.23M 0.27%
11,638
+114
62
$1.23M 0.27%
46,002
+2,353
63
$1.2M 0.26%
12,790
+203
64
$1.19M 0.26%
6,236
-36
65
$1.13M 0.25%
48,225
+372
66
$1.11M 0.24%
84,063
-3,636
67
$966K 0.21%
17,212
-352
68
$965K 0.21%
51,044
+3,641
69
$960K 0.21%
17,873
+147
70
$939K 0.21%
32,525
-459
71
$903K 0.2%
4,494
-50
72
$895K 0.2%
11,026
+126
73
$838K 0.18%
80,908
+3,550
74
$827K 0.18%
41,920
-690
75
$819K 0.18%
90,979
-130
1 2
3
4 5