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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$733K 0.22%
5,271
+2,914
77
$667K 0.2%
11,529
-6,002
78
$656K 0.2%
5,473
+3,098
79
$603K 0.18%
12,593
-5
80
$600K 0.18%
15,893
-61,885
81
$596K 0.18%
3,906
-370
82
$592K 0.18%
61,778
+6,249
83
$580K 0.17%
27,866
+5,190
84
$559K 0.17%
13,215
-299
85
$556K 0.17%
4,228
+230
86
$529K 0.16%
5,694
+123
87
$509K 0.15%
42,816
+6,545
88
$494K 0.15%
4,388
-7,442
89
$434K 0.13%
6,319
+166
90
$419K 0.13%
+3,319
91
$395K 0.12%
19,392
+368
92
$392K 0.12%
5,885
+558
93
$382K 0.11%
16,505
+184
94
$361K 0.11%
3,701
-3,623
95
$360K 0.11%
3,203
+5
96
$350K 0.1%
3,389
-507
97
$347K 0.1%
11,610
-684
98
$342K 0.1%
+7,435
99
$326K 0.1%
4,046
100
$317K 0.09%
8,160
-4,100
2 3
4
5 6