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
176
$68K 0.02%
2,200
177
$66K 0.02%
420
178
$66K 0.02%
4,852
+63
179
$65K 0.02%
1,010
-100
180
$64K 0.02%
1,398
+463
181
$64K 0.02%
12,065
182
$63K 0.02%
1,041
+8
183
$61K 0.02%
2,473
184
$60K 0.02%
4,092
-348
185
$58K 0.02%
1,108
+4
186
$58K 0.02%
1,285
+444
187
$58K 0.02%
1,215
-114
188
$57K 0.02%
9,615
+30
189
$57K 0.02%
843
+503
190
$56K 0.02%
531
+2
191
$52K 0.02%
1,000
192
$51K 0.02%
554
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193
$51K 0.02%
641
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194
$51K 0.02%
673
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195
$51K 0.02%
1,017
+10
196
$51K 0.02%
3,038
197
$50K 0.02%
2,945
198
$48K 0.02%
500
199
$48K 0.02%
+1,522
200
$47K 0.02%
+1,455
6 7
8
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