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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.19M
3
+$3.16M
4
BUD icon
AB InBev
BUD
+$2.98M
5
CSCO icon
Cisco
CSCO
+$2.46M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.86M
4
NVS icon
Novartis
NVS
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.77M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$832K 0.22%
10,152
-441
77
$817K 0.21%
6,956
-29
78
$730K 0.19%
65,437
+7,221
79
$713K 0.18%
9,766
+575
80
$690K 0.18%
14,263
+1,275
81
$640K 0.17%
4,577
-1,724
82
$629K 0.16%
13,981
+394
83
$613K 0.16%
53,824
+3,016
84
$609K 0.16%
13,333
-168
85
$575K 0.15%
7,396
+470
86
$570K 0.15%
14,960
+663
87
$540K 0.14%
5,655
+26
88
$482K 0.12%
3,258
+17
89
$467K 0.12%
9,030
-223
90
$466K 0.12%
7,768
+934
91
$465K 0.12%
3,077
-120
92
$418K 0.11%
8,700
+60
93
$409K 0.11%
3,658
+229
94
$405K 0.1%
2,210
-93
95
$403K 0.1%
7,466
+5,785
96
$393K 0.1%
3,597
-2,492
97
$369K 0.1%
1,931
-1,380
98
$360K 0.09%
12,008
+442
99
$360K 0.09%
2,753
-140
100
$356K 0.09%
2,835
+4
2 3
4
5 6