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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$708K 0.22%
26,334
-11,172
77
$671K 0.21%
4,276
-167
78
$648K 0.2%
12,598
-976
79
$648K 0.2%
7,548
-44
80
$639K 0.2%
7,324
-1,016
81
$613K 0.19%
13,514
+292
82
$576K 0.18%
20,086
-984
83
$545K 0.17%
5,571
+560
84
$526K 0.16%
3,998
-154
85
$514K 0.16%
55,529
-78
86
$491K 0.15%
22,676
-937
87
$455K 0.14%
10,059
-605
88
$435K 0.14%
36,271
+2,812
89
$430K 0.13%
6,153
-212
90
$424K 0.13%
12,260
-280
91
$406K 0.13%
3,896
-265
92
$403K 0.13%
12,294
-258
93
$376K 0.12%
3,198
+404
94
$375K 0.12%
16,321
+2,035
95
$364K 0.11%
19,024
+53
96
$345K 0.11%
18,930
-1,920
97
$337K 0.11%
4,046
+287
98
$331K 0.1%
5,327
+153
99
$328K 0.1%
11,105
-134
100
$315K 0.1%
6,924
-77
2 3
4
5 6