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
$394M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.42M
3
+$1.72M
4
D icon
Dominion Energy
D
+$1.65M
5
DUK icon
Duke Energy
DUK
+$886K

Top Sells

1
+$4.33M
2
+$3.22M
3
+$2.78M
4
PM icon
Philip Morris
PM
+$2.56M
5
IBM icon
IBM
IBM
+$2.37M

Sector Composition

1 Communication Services 14.31%
2 Healthcare 11.49%
3 Consumer Staples 11.24%
4 Technology 10.56%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$811K 0.21%
10,103
+337
77
$808K 0.21%
71,776
+6,339
78
$779K 0.2%
6,219
-737
79
$753K 0.19%
55,056
+1,232
80
$748K 0.19%
9,941
-1,496
81
$731K 0.19%
13,471
+138
82
$685K 0.17%
14,833
-127
83
$674K 0.17%
4,357
-220
84
$637K 0.16%
5,958
+303
85
$626K 0.16%
6,586
-2,747
86
$609K 0.15%
13,278
-703
87
$589K 0.15%
+4,392
88
$562K 0.14%
8,259
+491
89
$490K 0.12%
+1,964
90
$445K 0.11%
3,770
+112
91
$438K 0.11%
2,210
92
$404K 0.1%
1,933
+2
93
$403K 0.1%
2,574
-261
94
$402K 0.1%
6,772
-2,258
95
$401K 0.1%
2,547
-20,423
96
$387K 0.1%
6,620
-2,080
97
$377K 0.1%
2,783
+30
98
$357K 0.09%
12,414
+406
99
$347K 0.09%
2,912
+145
100
$344K 0.09%
42,432
+4,506
2 3
4
5 6