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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.4M
2
+$3.14M
3
+$3.14M
4
DEO icon
Diageo
DEO
+$2.97M
5
ABBV icon
AbbVie
ABBV
+$2.85M

Top Sells

1
+$3.69M
2
+$3.14M
3
+$3.11M
4
UL icon
Unilever
UL
+$2.96M
5
GE icon
GE Aerospace
GE
+$2.93M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.89%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$98K 0.03%
919
-1,105
152
$97K 0.03%
1,360
+2
153
$97K 0.03%
2,390
+574
154
$93K 0.03%
10,812
+27
155
$92K 0.03%
1,509
+2
156
$89K 0.03%
745
157
$88K 0.03%
1,488
+2
158
$85K 0.03%
1,370
-30
159
$85K 0.03%
2,086
+545
160
$85K 0.03%
1,996
-140
161
$84K 0.03%
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162
$84K 0.03%
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163
$82K 0.03%
1,354
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164
$81K 0.03%
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165
$80K 0.03%
700
166
$79K 0.03%
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167
$79K 0.03%
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168
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169
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170
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171
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172
$70K 0.02%
1,950
173
$70K 0.02%
651
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174
$69K 0.02%
492
175
$69K 0.02%
1,000
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