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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$139K 0.03%
6,217
+36
152
$134K 0.03%
2,704
+220
153
$133K 0.03%
3,641
-72
154
$133K 0.03%
4,525
+384
155
$132K 0.03%
6,783
-644
156
$132K 0.03%
13,452
+1,047
157
$131K 0.03%
3,279
+266
158
$130K 0.03%
317
159
$128K 0.03%
516
+45
160
$128K 0.03%
1,071
-33
161
$128K 0.03%
3,300
162
$127K 0.03%
7,262
-2,801
163
$127K 0.03%
1,839
+162
164
$126K 0.03%
2,715
+220
165
$126K 0.03%
1,000
166
$125K 0.03%
+6,043
167
$125K 0.03%
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168
$123K 0.03%
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169
$122K 0.03%
1,501
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170
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171
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+1,096
172
$120K 0.03%
6,899
+573
173
$118K 0.03%
750
174
$117K 0.03%
1,392
175
$117K 0.03%
2,349
+208
5 6
7
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