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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.19%
+10,299
77
$487K 0.18%
+21,018
78
$486K 0.18%
8,284
+6,796
79
$481K 0.18%
5,978
-397
80
$478K 0.18%
+12,600
81
$448K 0.17%
10,692
+10,362
82
$431K 0.16%
4,365
+347
83
$430K 0.16%
4,119
-285
84
$393K 0.15%
13,591
-1,688
85
$378K 0.14%
18,847
+1,513
86
$373K 0.14%
5,969
+3,661
87
$370K 0.14%
34,856
-3,910
88
$349K 0.13%
2,900
+78
89
$347K 0.13%
9,101
-1,669
90
$343K 0.13%
10,747
-2,873
91
$338K 0.13%
8,649
-1,280
92
$320K 0.12%
3,759
-400
93
$316K 0.12%
7,053
-1,103
94
$312K 0.12%
5,159
+2,389
95
$309K 0.12%
17,151
-186
96
$308K 0.12%
14,561
+639
97
$291K 0.11%
4,226
-1,500
98
$289K 0.11%
2,927
+427
99
$288K 0.11%
7,042
-457
100
$278K 0.1%
4,210
+38
2 3
4
5 6