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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$816K 0.18%
4,470
+75
77
$803K 0.18%
22,520
+14,540
78
$787K 0.17%
7,085
-1,337
79
$773K 0.17%
16,488
-1,589
80
$762K 0.17%
6,190
-643
81
$760K 0.17%
8,960
-420
82
$725K 0.16%
7,963
-139
83
$705K 0.15%
9,486
+92
84
$639K 0.14%
9,571
+37
85
$630K 0.14%
7,479
+1
86
$627K 0.14%
6,189
+57
87
$574K 0.13%
10,643
-2,098
88
$540K 0.12%
13,514
-705
89
$538K 0.12%
9,327
-1,078
90
$533K 0.12%
22,013
91
$528K 0.12%
16,623
-783
92
$517K 0.11%
4,329
-17
93
$504K 0.11%
10,093
+21
94
$492K 0.11%
6,067
+192
95
$486K 0.11%
9,305
-635
96
$481K 0.11%
11,179
+338
97
$455K 0.1%
4,480
+13
98
$444K 0.1%
1,796
-124
99
$408K 0.09%
6,940
-120
100
$398K 0.09%
4,621
-411
2 3
4
5 6