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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$184K 0.06%
2,165
+1,155
127
$172K 0.05%
2,666
+1
128
$171K 0.05%
1,424
+1
129
$167K 0.05%
6,690
-502
130
$163K 0.05%
3,381
-35
131
$160K 0.05%
2,209
+1,571
132
$157K 0.05%
2,880
+270
133
$147K 0.05%
1,850
+56
134
$142K 0.04%
3,788
+1,398
135
$141K 0.04%
2,788
+68
136
$140K 0.04%
+6,648
137
$140K 0.04%
3,287
+1,291
138
$137K 0.04%
4,204
+4
139
$136K 0.04%
1,140
+489
140
$135K 0.04%
1,350
+15
141
$135K 0.04%
1,305
+1
142
$126K 0.04%
2,496
+1,211
143
$124K 0.04%
+2,522
144
$122K 0.04%
3,114
-909
145
$122K 0.04%
1,099
+180
146
$121K 0.04%
1,781
147
$118K 0.04%
2,528
+128
148
$116K 0.04%
2,551
+1,153
149
$116K 0.04%
2,125
-266
150
$114K 0.04%
1,552
-27
4 5
6
7 8