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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.16%
13,620
-5,661
77
$402K 0.16%
19,385
+1,045
78
$390K 0.15%
38,766
+2,684
79
$371K 0.15%
+8,846
80
$354K 0.14%
10,770
-12,567
81
$352K 0.14%
4,018
+3,968
82
$346K 0.14%
4,159
83
$341K 0.13%
8,156
-962
84
$339K 0.13%
5,726
+248
85
$333K 0.13%
+2,822
86
$325K 0.13%
17,334
+12,602
87
$318K 0.13%
13,922
+453
88
$317K 0.12%
17,337
-6,283
89
$313K 0.12%
+9,929
90
$310K 0.12%
7,499
+69
91
$273K 0.11%
8,779
92
$271K 0.11%
3,664
+2
93
$268K 0.11%
11,529
-84
94
$266K 0.1%
1,387
+595
95
$254K 0.1%
4,172
+12
96
$240K 0.09%
25,148
+480
97
$231K 0.09%
5,214
-50
98
$230K 0.09%
1,776
+57
99
$223K 0.09%
22,076
-7,635
100
$223K 0.09%
2,500
+545
2 3
4
5 6