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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.19M
3
+$3.16M
4
BUD icon
AB InBev
BUD
+$2.98M
5
CSCO icon
Cisco
CSCO
+$2.46M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.86M
4
NVS icon
Novartis
NVS
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.77M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,960
127
– –
-625
128
– –
-276
129
– –
-28
130
– –
-3,063
131
– –
-125
132
– –
-285
133
– –
-454
134
– –
-490
135
– –
-1,360
136
– –
-8,187
137
– –
-1,245
138
– –
-92
139
– –
-473
140
– –
-235
141
– –
-406
142
– –
-5,103
143
– –
-2,222
144
– –
-1,632
145
– –
-620
146
– –
-1,434
147
– –
-127
148
– –
-102
149
– –
-2
150
– –
-1,083
4 5
6
7 8