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
176
$74K 0.03%
1,223
+1,043
177
$73K 0.03%
420
178
$72K 0.03%
1,056
+30
179
$71K 0.03%
3,340
-580
180
$71K 0.03%
2,200
181
$71K 0.03%
700
182
$70K 0.03%
591
183
$69K 0.03%
1,950
184
$67K 0.03%
945
+34
185
$66K 0.03%
1,317
-1,192
186
$65K 0.03%
558
+1
187
$63K 0.02%
4,727
+54
188
$62K 0.02%
2,286
-92
189
$62K 0.02%
2,473
-15
190
$61K 0.02%
12,065
191
$61K 0.02%
+1,179
192
$61K 0.02%
+1,110
193
$61K 0.02%
1,780
+1,520
194
$61K 0.02%
2,945
195
$59K 0.02%
601
+32
196
$59K 0.02%
657
+200
197
$58K 0.02%
4,249
-276
198
$57K 0.02%
1,587
-5,011
199
$56K 0.02%
+1,480
200
$56K 0.02%
785
6 7
8
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