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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.09%
+3,111
102
$218K 0.09%
3,554
-26,267
103
$215K 0.08%
3,958
+64
104
$213K 0.08%
4,050
-800
105
$212K 0.08%
985
+22
106
$200K 0.08%
3,703
-125
107
$200K 0.08%
2,899
+17
108
$192K 0.08%
8,780
-1,600
109
$188K 0.07%
1,724
-297
110
$185K 0.07%
9,989
111
$185K 0.07%
8,001
+2,653
112
$178K 0.07%
2,321
+4
113
$175K 0.07%
2,798
114
$163K 0.06%
1,906
+1
115
$161K 0.06%
4,003
+184
116
$161K 0.06%
2,932
-19,240
117
$158K 0.06%
950
118
$155K 0.06%
2,770
-108
119
$155K 0.06%
6,295
+2,460
120
$153K 0.06%
1,398
-2,123
121
$149K 0.06%
3,592
+1,700
122
$149K 0.06%
3,000
123
$145K 0.06%
4,739
-57
124
$144K 0.06%
4,342
-1,543
125
$144K 0.06%
1,530
+1
3 4
5
6 7