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
176
$116K 0.03%
+1,062
177
$115K 0.03%
2,230
178
$115K 0.03%
3,483
+335
179
$115K 0.03%
2,342
+201
180
$115K 0.03%
+1,875
181
$113K 0.02%
1,896
182
$113K 0.02%
1,186
-102
183
$113K 0.02%
3,830
+353
184
$113K 0.02%
1,587
185
$109K 0.02%
1,187
186
$109K 0.02%
1,095
-29
187
$107K 0.02%
675
188
$106K 0.02%
6,845
-644
189
$106K 0.02%
611
-132
190
$105K 0.02%
1,664
191
$105K 0.02%
848
-22
192
$104K 0.02%
1,287
-110
193
$104K 0.02%
5,339
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194
$104K 0.02%
950
195
$102K 0.02%
3,135
-26
196
$100K 0.02%
506
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197
$100K 0.02%
2,640
-250
198
$100K 0.02%
1,300
-65
199
$100K 0.02%
1,024
200
$98K 0.02%
282
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