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
201
$49K 0.02%
1,900
+1,500
202
$48K 0.02%
2,945
203
$47K 0.01%
+700
204
$47K 0.01%
787
205
$47K 0.01%
2,565
-1
206
$46K 0.01%
656
+156
207
$46K 0.01%
554
208
$45K 0.01%
696
+4
209
$45K 0.01%
300
-120
210
$45K 0.01%
266
211
$44K 0.01%
660
212
$44K 0.01%
2,410
213
$42K 0.01%
+585
214
$42K 0.01%
+875
215
$41K 0.01%
3,000
216
$41K 0.01%
900
217
$41K 0.01%
635
-27
218
$41K 0.01%
1,069
219
$39K 0.01%
644
220
$39K 0.01%
1,125
221
$38K 0.01%
884
-31
222
$38K 0.01%
332
223
$37K 0.01%
454
224
$37K 0.01%
524
-113
225
$36K 0.01%
450
7 8
9
10 11