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
$131M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$222K
3
+$219K
4
BDX icon
Becton Dickinson
BDX
+$214K
5
INTU icon
Intuit
INTU
+$206K

Top Sells

1
+$14.8M
2
+$11.8M
3
+$11.1M
4
MSFT icon
Microsoft
MSFT
+$11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Sector Composition

1 Technology 17.82%
2 Healthcare 14.81%
3 Communication Services 11.62%
4 Utilities 10.81%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$309K 0.24%
636
-350
77
$293K 0.22%
1,085
78
$293K 0.22%
3,794
-10,802
79
$286K 0.22%
1,718
+1
80
$283K 0.22%
3,197
-80
81
$281K 0.21%
1,682
+2
82
$279K 0.21%
800
-104
83
$276K 0.21%
547
84
$265K 0.2%
3,331
-1,139
85
$265K 0.2%
1,864
-1,021
86
$263K 0.2%
12,205
-93,855
87
$251K 0.19%
11,414
-87,908
88
$247K 0.19%
8,360
-4,000
89
$238K 0.18%
449
-239
90
$236K 0.18%
11,187
-86,117
91
$235K 0.18%
347
92
$231K 0.18%
1,279
-706
93
$226K 0.17%
1,570
94
$222K 0.17%
+1,641
95
$219K 0.17%
+1,863
96
$218K 0.17%
748
97
$216K 0.17%
2,166
-1,202
98
$215K 0.16%
7,088
-6,060
99
$214K 0.16%
+876
100
$213K 0.16%
18,165
-9,404
2 3
4
5 6