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
201
$98K 0.02%
1,201
202
$97K 0.02%
5,000
203
$95K 0.02%
4,601
+470
204
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205
$94K 0.02%
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206
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-70
207
$89K 0.02%
660
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208
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5,268
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209
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4,881
-20
210
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2,000
211
$87K 0.02%
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212
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4,410
213
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214
$86K 0.02%
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215
$86K 0.02%
481
216
$83K 0.02%
+3,945
217
$83K 0.02%
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218
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219
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220
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221
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900
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222
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302
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223
$78K 0.02%
5,601
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224
$78K 0.02%
+2,628
225
$76K 0.02%
1,221
-198
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