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
201
$56K 0.02%
+1,320
202
$55K 0.02%
654
203
$54K 0.02%
600
204
$53K 0.02%
1,026
+160
205
$53K 0.02%
785
-148
206
$52K 0.02%
527
+1
207
$51K 0.02%
1,650
+45
208
$51K 0.02%
755
-192
209
$50K 0.02%
1,000
210
$49K 0.02%
515
-3,067
211
$49K 0.02%
3,038
212
$49K 0.02%
400
213
$48K 0.02%
643
214
$47K 0.02%
585
-165
215
$46K 0.02%
634
+4
216
$46K 0.02%
785
+4
217
$46K 0.02%
9,560
-1,695
218
$44K 0.02%
2,566
-1
219
$43K 0.02%
2,410
220
$43K 0.02%
995
221
$43K 0.02%
345
+60
222
$42K 0.02%
1,023
-150
223
$42K 0.02%
1,318
+1
224
$42K 0.02%
500
225
$41K 0.02%
1,000
7 8
9
10 11