BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+4.39%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$320M
AUM Growth
-$75.6M
(-19%)
Cap. Flow
-$86.6M
Cap. Flow
% of AUM
-27.04%
Top 10 Holdings %
Top 10 Hldgs %
32.52%
Holding
118
New
2
Increased
12
Reduced
77
Closed
26
Top Buys
Top Sells
| 1 |
HEICO
HEI
|
$26.3M |
| 2 |
HEICO Class A
HEI.A
|
$13.2M |
| 3 |
Apple
AAPL
|
$5.74M |
| 4 |
IAC Inc
IAC
|
$2.23M |
| 5 |
Microsoft
MSFT
|
$1.94M |
Sector Composition
| 1 | Communication Services | 13.8% |
| 2 | Technology | 13.02% |
| 3 | Healthcare | 12.77% |
| 4 | Utilities | 10.77% |
| 5 | Energy | 9.9% |
