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
$335M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.81M
3
+$2.69M
4
CSCO icon
Cisco
CSCO
+$2.18M
5
CAT icon
Caterpillar
CAT
+$2.13M

Top Sells

1
+$2.34M
2
+$2.21M
3
+$1.89M
4
PNW icon
Pinnacle West Capital
PNW
+$1.57M
5
SNY icon
Sanofi
SNY
+$1.48M

Sector Composition

1 Healthcare 16.23%
2 Communication Services 15.19%
3 Consumer Staples 13.15%
4 Technology 10.35%
5 Utilities 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$52K 0.02%
649
+4
202
$52K 0.02%
3,038
203
$50K 0.01%
+455
204
$49K 0.01%
1,900
205
$48K 0.01%
300
206
$46K 0.01%
2,410
207
$46K 0.01%
640
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208
$46K 0.01%
1,522
209
$45K 0.01%
960
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210
$44K 0.01%
696
211
$44K 0.01%
660
212
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554
213
$43K 0.01%
620
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214
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215
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636
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216
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217
$42K 0.01%
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218
$41K 0.01%
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219
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220
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223
$41K 0.01%
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224
$41K 0.01%
900
225
$40K 0.01%
525
+1
7 8
9
10 11