BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+5.6%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$346M
AUM Growth
+$14.4M
(+4.3%)
Cap. Flow
-$837K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
38%
Holding
371
New
3
Increased
69
Reduced
35
Closed
257
Top Buys
| 1 |
Cisco
CSCO
|
$4.12M |
| 2 |
GSK
GSK
|
$4.03M |
| 3 |
Diageo
DEO
|
$2.97M |
| 4 |
Duke Energy
DUK
|
$2.89M |
| 5 |
TotalEnergies
TTE
|
$2.83M |
Top Sells
| 1 |
Qualcomm
QCOM
|
$2.9M |
| 2 |
Pinnacle West Capital
PNW
|
$2.54M |
| 3 |
Emerson Electric
EMR
|
$2.4M |
| 4 |
Merck
MRK
|
$2.34M |
| 5 |
TSMC
TSM
|
$2.19M |
Sector Composition
| 1 | Healthcare | 15.53% |
| 2 | Communication Services | 14.71% |
| 3 | Consumer Staples | 13.15% |
| 4 | Technology | 10.66% |
| 5 | Utilities | 10.03% |
