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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$142K 0.06%
2,308
-1,440
127
$141K 0.06%
3,779
-308
128
$137K 0.05%
4,062
-154
129
$137K 0.05%
3,507
-40
130
$133K 0.05%
901
-83
131
$133K 0.05%
5,098
-505
132
$126K 0.05%
1,845
+10
133
$126K 0.05%
3,467
+55
134
$122K 0.05%
2,235
-229
135
$119K 0.05%
2,746
-287
136
$115K 0.05%
1,575
-15
137
$114K 0.04%
1,333
-510
138
$112K 0.04%
3,396
-950
139
$112K 0.04%
3,109
-1,357
140
$111K 0.04%
2,811
+1,557
141
$111K 0.04%
1,938
142
$111K 0.04%
4,300
143
$108K 0.04%
4,220
144
$106K 0.04%
2,507
145
$106K 0.04%
7,190
+3,938
146
$103K 0.04%
903
-11
147
$102K 0.04%
1,135
148
$101K 0.04%
1,185
149
$101K 0.04%
1,781
150
$100K 0.04%
860
4 5
6
7 8