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
1
$12.4M 4.89%
504,373
+19,383
2
$11.6M 4.57%
266,596
+8,569
3
$11M 4.32%
245,497
+7,247
4
$10.4M 4.09%
85,830
+2,822
5
$10.2M 4.04%
159,789
+159,514
6
$9.77M 3.85%
238,483
+4,223
7
$9.65M 3.8%
215,944
+9,998
8
$9.27M 3.65%
100,000
9
$8.04M 3.17%
169,310
+26,700
10
$6.89M 2.71%
209,473
-38,947
11
$6.88M 2.71%
249,648
+18,428
12
$6.58M 2.59%
83,001
+18,705
13
$6.18M 2.43%
223,232
-10,708
14
$5.78M 2.28%
86,528
-25,737
15
$5.56M 2.19%
136,267
-2,865
16
$5.26M 2.07%
110,703
+2,074
17
$5M 1.97%
167,857
+38,189
18
$4.95M 1.95%
103,117
-1,079
19
$4.02M 1.58%
42,663
+5,264
20
$3.84M 1.51%
70,540
-1,617
21
$3.32M 1.31%
28,772
+4,527
22
$2.99M 1.18%
21,648
+5,673
23
$2.89M 1.14%
26,785
+26,695
24
$2.84M 1.12%
49,981
+8,751
25
$2.83M 1.12%
29,352
+5,367
1
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