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
176
$79K 0.02%
700
177
$78K 0.02%
455
-372
178
$78K 0.02%
8,952
-1,860
179
$76K 0.02%
1,000
180
$72K 0.02%
2,473
181
$70K 0.02%
2,200
182
$70K 0.02%
941
-4
183
$69K 0.02%
4,914
+62
184
$67K 0.02%
1,112
+4
185
$64K 0.02%
12,065
186
$64K 0.02%
+2,037
187
$63K 0.02%
586
+55
188
$62K 0.02%
3,868
-224
189
$60K 0.02%
843
190
$59K 0.02%
675
+2
191
$59K 0.02%
1,142
-73
192
$58K 0.02%
1,025
+8
193
$57K 0.02%
1,000
194
$54K 0.02%
645
+4
195
$54K 0.02%
3,038
196
$54K 0.02%
1,522
197
$53K 0.02%
1,320
198
$51K 0.02%
+2,835
199
$51K 0.02%
500
200
$49K 0.02%
1,322
+1
6 7
8
9 10