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
201
$46K 0.02%
1,321
+1
202
$46K 0.02%
787
203
$45K 0.02%
3,342
+72
204
$44K 0.02%
1,256
-688
205
$42K 0.01%
660
206
$42K 0.01%
2,247
207
$42K 0.01%
662
-8,820
208
$42K 0.01%
1,600
209
$41K 0.01%
692
-374
210
$41K 0.01%
+1,617
211
$41K 0.01%
2,410
212
$41K 0.01%
1,175
213
$41K 0.01%
638
+3
214
$41K 0.01%
1,320
215
$40K 0.01%
644
216
$40K 0.01%
3,000
217
$40K 0.01%
637
+2
218
$39K 0.01%
1,125
219
$39K 0.01%
600
220
$38K 0.01%
332
-325
221
$38K 0.01%
454
222
$37K 0.01%
270
223
$37K 0.01%
+1,285
224
$36K 0.01%
450
225
$36K 0.01%
266
7 8
9
10 11