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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$2.88M
3
+$1.67M
4
PM icon
Philip Morris
PM
+$1.48M
5
SNY icon
Sanofi
SNY
+$1.27M

Top Sells

1
+$14.1M
2
+$1.72M
3
+$1.61M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.28M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.2%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.04%
1,467
-1,211
152
$96K 0.04%
3,362
-7,976
153
$96K 0.04%
10,758
+27
154
$96K 0.04%
1,570
-2,295
155
$94K 0.04%
9,163
156
$93K 0.04%
2,213
-194
157
$92K 0.04%
1,502
+2
158
$92K 0.04%
1,838
+3
159
$91K 0.04%
1,387
-342
160
$91K 0.04%
1,318
+3
161
$91K 0.04%
1,572
+8
162
$88K 0.03%
391
+152
163
$87K 0.03%
2,403
+1
164
$86K 0.03%
1,590
-10
165
$85K 0.03%
1,488
+688
166
$82K 0.03%
2,724
+201
167
$82K 0.03%
1,712
+211
168
$81K 0.03%
800
169
$81K 0.03%
1,936
-1,082
170
$80K 0.03%
1,800
171
$80K 0.03%
735
+35
172
$78K 0.03%
763
-342
173
$76K 0.03%
2,130
+1,532
174
$76K 0.03%
5,100
175
$75K 0.03%
1,187
+2
5 6
7
8 9