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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.56M
2
+$2.9M
3
+$2.75M
4
IBM icon
IBM
IBM
+$2.7M
5
ABBV icon
AbbVie
ABBV
+$2.43M

Top Sells

1
+$2.93M
2
+$2.57M
3
+$2.34M
4
CNP icon
CenterPoint Energy
CNP
+$2.05M
5
BP icon
BP
BP
+$1.02M

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$113K 0.04%
1,330
-95
152
$113K 0.04%
3,396
153
$111K 0.03%
2,872
-380
154
$111K 0.03%
4,300
155
$108K 0.03%
3,586
-1,653
156
$106K 0.03%
2,916
+1,461
157
$105K 0.03%
3,100
-180
158
$101K 0.03%
1,185
159
$99K 0.03%
1,491
+3
160
$97K 0.03%
+1,200
161
$96K 0.03%
1,485
+1,019
162
$96K 0.03%
1,208
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163
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9,163
164
$92K 0.03%
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165
$89K 0.03%
942
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166
$88K 0.03%
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167
$87K 0.03%
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169
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700
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$86K 0.03%
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171
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172
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700
173
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174
$83K 0.03%
611
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175
$81K 0.03%
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