BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+6.53%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$305M
AUM Growth
+$2.59M
(+0.86%)
Cap. Flow
-$13.7M
Cap. Flow
% of AUM
-4.5%
Top 10 Holdings %
Top 10 Hldgs %
35.62%
Holding
95
New
6
Increased
21
Reduced
66
Closed
1
Top Buys
| 1 |
Broadcom
AVGO
|
$4.14M |
| 2 |
Bristol-Myers Squibb
BMY
|
$3.5M |
| 3 |
lululemon athletica
LULU
|
$2.01M |
| 4 |
Johnson & Johnson
JNJ
|
$1.99M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.55M |
Top Sells
| 1 |
MXIM
Maxim Integrated Products
MXIM
|
$4.66M |
| 2 |
Merck
MRK
|
$4.57M |
| 3 |
Intuitive Surgical
ISRG
|
$3.96M |
| 4 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$2.82M |
| 5 |
McDonald's
MCD
|
$1.86M |
Sector Composition
| 1 | Technology | 13.84% |
| 2 | Healthcare | 13.34% |
| 3 | Utilities | 12.22% |
| 4 | Communication Services | 12.22% |
| 5 | Consumer Discretionary | 7.9% |
