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
$302M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.44M
3
+$3.2M
4
MMM icon
3M
MMM
+$2.83M
5
ADBE icon
Adobe
ADBE
+$2.73M

Top Sells

1
+$12.3M
2
+$2.87M
3
+$2.46M
4
MCD icon
McDonald's
MCD
+$1.72M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$402K

Sector Composition

1 Healthcare 14.69%
2 Utilities 12.6%
3 Communication Services 12.12%
4 Technology 12.07%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.77M 0.59%
12,608
+1,133
52
$1.76M 0.58%
54,735
+1,236
53
$1.75M 0.58%
14,032
+2,447
54
$1.73M 0.57%
33,703
+4,205
55
$1.71M 0.57%
15,886
+2,808
56
$1.64M 0.54%
12,728
-209
57
$1.56M 0.52%
50,758
+894
58
$1.47M 0.49%
66,102
+12,426
59
$1.29M 0.43%
7,894
-1,044
60
$1.29M 0.43%
59,888
+11,284
61
$1.27M 0.42%
13,885
+2,665
62
$1.25M 0.41%
24,100
-6,436
63
$1.19M 0.39%
20,526
-5,370
64
$1.18M 0.39%
+34,272
65
$1.18M 0.39%
+3,812
66
$1.17M 0.39%
4,585
+596
67
$1.16M 0.38%
+1,590
68
$935K 0.31%
15,934
-5,204
69
$929K 0.31%
10,741
+1,990
70
$928K 0.31%
43,653
+8,258
71
$855K 0.28%
9,699
-82
72
$828K 0.27%
14,918
+2,572
73
$811K 0.27%
36,350
-540
74
$648K 0.21%
4,809
+710
75
$644K 0.21%
12,489
+200
1 2
3
4