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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.19M
3
+$3.16M
4
BUD icon
AB InBev
BUD
+$2.98M
5
CSCO icon
Cisco
CSCO
+$2.46M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.86M
4
NVS icon
Novartis
NVS
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.77M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$339K 0.09%
8,819
+57
102
$332K 0.09%
2,767
-70
103
$317K 0.08%
6,620
104
$295K 0.08%
3,815
105
$293K 0.08%
8,786
+3
106
$277K 0.07%
37,926
-1,162
107
$273K 0.07%
950
108
$268K 0.07%
4,266
+6
109
$267K 0.07%
6,575
+7
110
$256K 0.07%
+1,305
111
$254K 0.07%
2,015
+230
112
$252K 0.07%
1,802
+407
113
$227K 0.06%
1,555
-168
114
$221K 0.06%
8,780
115
$221K 0.06%
3,971
+180
116
$214K 0.06%
2,766
+6
117
$214K 0.06%
2,865
+1,090
118
$202K 0.05%
3,742
+115
119
$200K 0.05%
2,543
+11
120
$76K 0.02%
12,065
121
$49K 0.01%
16,960
122
– –
-12
123
– –
-1,686
124
– –
-2,476
125
– –
-1,082
3 4
5
6 7