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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$235K 0.05%
4,715
+1,543
127
$226K 0.05%
849
-400
128
$215K 0.05%
1,940
129
$213K 0.05%
3,115
-251
130
$213K 0.05%
2,780
-699
131
$196K 0.04%
7,842
132
$196K 0.04%
1,216
+64
133
$191K 0.04%
4,009
-129
134
$191K 0.04%
1,504
135
$190K 0.04%
31,523
+467
136
$184K 0.04%
1,643
+17
137
$178K 0.04%
9,551
+30
138
$177K 0.04%
3,101
+11
139
$173K 0.04%
2,800
140
$166K 0.04%
+7,877
141
$163K 0.04%
400
142
$163K 0.04%
16,275
143
$157K 0.03%
2,112
144
$156K 0.03%
5,641
-502
145
$152K 0.03%
2,557
-860
146
$152K 0.03%
1,460
+2
147
$152K 0.03%
646
148
$147K 0.03%
9,156
+56
149
$146K 0.03%
1,982
-44
150
$145K 0.03%
915
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4 5
6
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