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
$256M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.6M
3
+$10.4M
4
KMI icon
Kinder Morgan
KMI
+$10.1M
5
SO icon
Southern Company
SO
+$9.94M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.12%
2 Energy 15.81%
3 Communication Services 14.77%
4 Consumer Staples 12.37%
5 Healthcare 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$102K 0.04%
+1,990
152
$101K 0.04%
+1,185
153
$100K 0.04%
+955
154
$100K 0.04%
+1,835
155
$100K 0.04%
+1,769
156
$99K 0.04%
+1,912
157
$98K 0.04%
+1,135
158
$98K 0.04%
+926
159
$97K 0.04%
+4,789
160
$95K 0.04%
+4,158
161
$95K 0.04%
+2,945
162
$93K 0.04%
+800
163
$90K 0.04%
+3,053
164
$90K 0.04%
+5,100
165
$89K 0.03%
+5,543
166
$88K 0.03%
+2,833
167
$87K 0.03%
+3,633
168
$86K 0.03%
+1,950
169
$85K 0.03%
+2,655
170
$85K 0.03%
+1,050
171
$85K 0.03%
+700
172
$84K 0.03%
+1,510
173
$82K 0.03%
+1,040
174
$81K 0.03%
+591
175
$79K 0.03%
+4,220
5 6
7
8 9