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
$394M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$2.67M
2 +$2.42M
3 +$1.72M
4
D icon
Dominion Energy
D
+$1.65M
5
DUK icon
Duke Energy
DUK
+$886K

Top Sells

1 +$4.33M
2 +$3.22M
3 +$2.78M
4
PM icon
Philip Morris
PM
+$2.56M
5
IBM icon
IBM
IBM
+$2.37M

Sector Composition

1 Communication Services 14.31%
2 Healthcare 11.49%
3 Consumer Staples 11.24%
4 Technology 10.56%
5 Utilities 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,477
127
-10,564