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
$131M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$222K
3
+$219K
4
BDX icon
Becton Dickinson
BDX
+$214K
5
INTU icon
Intuit
INTU
+$206K

Top Sells

1
+$14.8M
2
+$11.8M
3
+$11.1M
4
MSFT icon
Microsoft
MSFT
+$11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Sector Composition

1 Technology 17.82%
2 Healthcare 14.81%
3 Communication Services 11.62%
4 Utilities 10.81%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.16%
5,758
-3,188
102
$208K 0.16%
339
103
$206K 0.16%
+320
104
$186K 0.14%
13,445
105
$121K 0.09%
18,108
106
– –
-25,717
107
– –
-98,772
108
– –
-4,956
109
– –
-3,470
110
– –
-3,308
111
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-7,890
112
– –
-35,068
113
– –
-13,302
114
– –
-12,453
115
– –
-19,648
116
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-2,979
117
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-16,599
118
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-213,720
119
– –
-2,594
120
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-990
121
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-30,619
122
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-7,071
123
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-20,426
124
– –
-1,524
125
– –
-5,321
2 3 4
5
6