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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$168K 0.06%
4,023
+12
127
$168K 0.06%
2,665
-2,494
128
$167K 0.06%
5,620
+2,200
129
$157K 0.05%
5,239
+126
130
$155K 0.05%
1,794
+2
131
$153K 0.05%
1,423
-38
132
$137K 0.05%
1,335
+2
133
$136K 0.05%
+2,610
134
$128K 0.04%
4,200
+336
135
$127K 0.04%
2,720
-342
136
$126K 0.04%
827
-80
137
$121K 0.04%
3,767
-462
138
$118K 0.04%
3,252
-909
139
$116K 0.04%
1,425
140
$114K 0.04%
1,304
+149
141
$113K 0.04%
2,400
142
$112K 0.04%
1,579
+326
143
$112K 0.04%
4,300
144
$109K 0.04%
1,781
145
$105K 0.04%
391
-106
146
$103K 0.04%
+3,280
147
$101K 0.04%
2,391
-141
148
$101K 0.04%
1,185
149
$101K 0.04%
3,396
150
$98K 0.03%
9,163
4 5
6
7 8