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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$314K 0.09%
11,118
+13
102
$310K 0.09%
3,633
+227
103
$298K 0.09%
6,796
-128
104
$262K 0.08%
1,933
+109
105
$255K 0.08%
6,080
+140
106
$255K 0.08%
2,798
107
$249K 0.07%
4,622
+364
108
$247K 0.07%
4,678
+628
109
$246K 0.07%
2,749
+1
110
$243K 0.07%
18,682
-56
111
$225K 0.07%
2,445
112
$224K 0.07%
5,358
+27
113
$224K 0.07%
8,773
+2
114
$223K 0.07%
4,685
-5,374
115
$216K 0.06%
8,780
116
$213K 0.06%
2,170
+5
117
$210K 0.06%
3,216
+8
118
$209K 0.06%
3,404
+17
119
$209K 0.06%
976
120
$208K 0.06%
4,419
+15
121
$205K 0.06%
2,544
-76
122
$204K 0.06%
6,710
+20
123
$185K 0.06%
9,989
124
$185K 0.06%
+2,850
125
$183K 0.05%
4,635
-72
3 4
5
6 7