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
$346M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$4.12M
2
+$4.03M
3
+$2.97M
4
DUK icon
Duke Energy
DUK
+$2.89M
5
TTE icon
TotalEnergies
TTE
+$2.83M

Top Sells

1
+$2.9M
2
+$2.54M
3
+$2.4M
4
MRK icon
Merck
MRK
+$2.34M
5
TSM icon
TSMC
TSM
+$2.19M

Sector Composition

1 Healthcare 15.53%
2 Communication Services 14.71%
3 Consumer Staples 13.15%
4 Technology 10.66%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$592K 0.17%
53,331
+6,370
77
$555K 0.16%
13,085
+100
78
$549K 0.16%
2,389
+2,089
79
$538K 0.16%
9,650
-7,058
80
$536K 0.15%
14,871
+33
81
$516K 0.15%
12,951
+12,744
82
$494K 0.14%
5,626
+3
83
$472K 0.14%
3,598
+85
84
$435K 0.13%
3,282
-2,225
85
$433K 0.13%
3,204
+12
86
$410K 0.12%
2,461
87
$400K 0.12%
6,794
+20
88
$373K 0.11%
3,429
+8
89
$354K 0.1%
3,253
+56
90
$334K 0.1%
8,898
+3,666
91
$332K 0.1%
8,020
-100
92
$326K 0.09%
11,064
-49
93
$324K 0.09%
3,901
-145
94
$307K 0.09%
9,212
-1,287
95
$293K 0.08%
6,811
+7
96
$272K 0.08%
+34,394
97
$270K 0.08%
6,080
98
$268K 0.08%
2,499
+1,963
99
$261K 0.08%
8,778
+2
100
$260K 0.08%
4,127
+18
2 3
4
5 6