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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.09%
15,205
102
$386K 0.08%
2,192
103
$380K 0.08%
350
+13
104
$367K 0.08%
2,200
-183
105
$354K 0.08%
2,527
106
$351K 0.08%
10,785
-357
107
$348K 0.08%
3,940
-149
108
$337K 0.07%
1,383
-32
109
$337K 0.07%
4,895
110
$337K 0.07%
10,902
111
$312K 0.07%
16,244
112
$304K 0.07%
1,797
+56
113
$294K 0.06%
2,424
-433
114
$290K 0.06%
1,466
115
$287K 0.06%
4,537
+6
116
$283K 0.06%
1,731
-116
117
$273K 0.06%
1,012
+12
118
$263K 0.06%
7,520
+2,246
119
$257K 0.06%
2,071
120
$255K 0.06%
16,596
+111
121
$253K 0.06%
5,081
+220
122
$251K 0.06%
5,574
+267
123
$251K 0.06%
4,850
-433
124
$240K 0.05%
1,505
125
$239K 0.05%
1,497
+2
3 4
5
6 7