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
$131M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$222K
3
+$219K
4
BDX icon
Becton Dickinson
BDX
+$214K
5
INTU icon
Intuit
INTU
+$206K

Top Sells

1
+$14.8M
2
+$11.8M
3
+$11.1M
4
MSFT icon
Microsoft
MSFT
+$11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Sector Composition

1 Technology 17.82%
2 Healthcare 14.81%
3 Communication Services 11.62%
4 Utilities 10.81%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$944K 0.72%
6,516
-14,702
52
$825K 0.63%
6,384
-15,858
53
$769K 0.59%
9,809
-23,022
54
$735K 0.56%
5,664
-19,318
55
$662K 0.51%
3,811
-8,910
56
$646K 0.49%
13,538
-26,700
57
$597K 0.46%
1,275
-723
58
$590K 0.45%
3,259
-7,450
59
$554K 0.42%
634
-1,265
60
$550K 0.42%
2,448
-4,625
61
$516K 0.39%
24,207
-186,083
62
$477K 0.36%
5,549
-12,672
63
$449K 0.34%
1,755
-2,233
64
$449K 0.34%
1,336
65
$425K 0.32%
+4,098
66
$398K 0.3%
2,473
+198
67
$390K 0.3%
3,012
-1,688
68
$387K 0.3%
17,767
-137,797
69
$387K 0.3%
18,088
-139,676
70
$336K 0.26%
10,500
-28,150
71
$333K 0.25%
418
72
$331K 0.25%
1,219
73
$329K 0.25%
9,000
74
$328K 0.25%
14,515
-112,451
75
$315K 0.24%
4,519
-2,497
1 2
3
4 5