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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.1%
4,258
+15
102
$310K 0.1%
2,357
-253
103
$308K 0.1%
5,292
-635
104
$300K 0.09%
2,052
+1,560
105
$278K 0.09%
1,824
+1,668
106
$276K 0.09%
3,406
+2
107
$247K 0.08%
2,375
-20
108
$244K 0.08%
18,738
-34
109
$243K 0.08%
2,748
-84
110
$239K 0.07%
5,331
+1,158
111
$239K 0.07%
2,445
-234
112
$237K 0.07%
4,404
-26
113
$236K 0.07%
2,798
114
$224K 0.07%
+1,220
115
$217K 0.07%
976
116
$215K 0.07%
8,771
+156
117
$215K 0.07%
3,387
+13
118
$215K 0.07%
4,050
119
$215K 0.07%
8,780
120
$213K 0.07%
5,940
+320
121
$208K 0.07%
2,620
+29
122
$202K 0.06%
4,437
-356
123
$195K 0.06%
4,707
-356
124
$191K 0.06%
3,208
+11
125
$188K 0.06%
9,989
3 4
5
6 7