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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K 0.04%
1,781
152
$100K 0.04%
1,320
+2
153
$100K 0.04%
1,185
154
$98K 0.04%
2,532
-279
155
$94K 0.04%
1,390
+3
156
$93K 0.04%
10,785
+27
157
$93K 0.04%
2,400
-107
158
$92K 0.03%
1,507
+5
159
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1,180
+642
160
$90K 0.03%
1,358
+573
161
$87K 0.03%
2,136
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162
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745
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163
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1,253
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164
$83K 0.03%
3,396
165
$83K 0.03%
1,396
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166
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167
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168
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169
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420
170
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171
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172
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2,200
173
$72K 0.03%
700
174
$71K 0.03%
1,117
-106
175
$69K 0.03%
657
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7
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