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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$626K 0.22%
13,574
+382
77
$613K 0.21%
7,592
+413
78
$613K 0.21%
13,222
79
$600K 0.21%
21,070
-456
80
$524K 0.18%
+6,365
81
$518K 0.18%
4,152
+2,165
82
$500K 0.17%
55,607
+452
83
$498K 0.17%
5,011
+3,899
84
$486K 0.17%
5,927
-51
85
$481K 0.17%
23,613
+4,766
86
$467K 0.16%
12,540
-60
87
$464K 0.16%
4,161
-204
88
$438K 0.15%
10,664
+1,563
89
$425K 0.15%
4,735
+4,535
90
$407K 0.14%
12,552
-1,039
91
$377K 0.13%
20,850
-22,740
92
$370K 0.13%
9,168
+519
93
$363K 0.13%
33,459
-1,397
94
$348K 0.12%
2,610
-290
95
$331K 0.12%
18,971
+1,820
96
$317K 0.11%
3,759
97
$306K 0.11%
5,174
+964
98
$302K 0.1%
2,794
-133
99
$301K 0.1%
11,239
+127
100
$296K 0.1%
14,286
-275
2 3
4
5 6