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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 5.02%
89,277
+3,447
2
$13.2M 4.98%
508,878
+4,505
3
$12.7M 4.79%
274,996
+8,400
4
$11.7M 4.4%
249,487
+3,990
5
$10.6M 3.98%
163,795
+4,006
6
$9.23M 3.48%
239,023
+540
7
$9.22M 3.47%
104,895
+21,894
8
$9.06M 3.41%
100,000
9
$8.2M 3.09%
182,458
-33,486
10
$7.31M 2.75%
171,328
+2,018
11
$6.63M 2.5%
251,804
+2,156
12
$5.74M 2.16%
133,114
-3,153
13
$5.44M 2.05%
159,367
-50,106
14
$5.32M 2%
173,631
+5,774
15
$4.89M 1.84%
44,880
+18,095
16
$4.39M 1.66%
43,970
+1,307
17
$4.32M 1.63%
92,502
-10,615
18
$4.14M 1.56%
71,069
+529
19
$4.04M 1.52%
87,860
-22,843
20
$4.03M 1.52%
50,789
+23,567
21
$3.96M 1.49%
29,937
+1,165
22
$3.74M 1.41%
23,061
+1,413
23
$3.74M 1.41%
58,148
-28,380
24
$3.18M 1.2%
32,502
+3,150
25
$3.09M 1.16%
51,486
+1,505
1
2 3 4 5