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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$175K 0.05%
2,217
+8
127
$173K 0.05%
5,224
+1,020
128
$170K 0.05%
3,394
+13
129
$169K 0.05%
1,521
+422
130
$166K 0.05%
1,425
+1
131
$162K 0.05%
6,648
132
$153K 0.05%
2,880
133
$151K 0.05%
2,525
+3
134
$149K 0.04%
4,481
+1,085
135
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3,298
+11
136
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1,331
-19
137
$139K 0.04%
2,175
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138
$137K 0.04%
1,700
-150
139
$137K 0.04%
2,791
+3
140
$136K 0.04%
1,143
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141
$133K 0.04%
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142
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143
$132K 0.04%
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144
$129K 0.04%
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145
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2,129
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146
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910
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147
$125K 0.04%
4,283
+1,290
148
$118K 0.04%
611
-609
149
$116K 0.03%
2,927
+11
150
$115K 0.03%
1,556
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4 5
6
7 8