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
1
$17.2M 5.38%
526,937
+10,985
2
$16.2M 5.08%
290,520
+7,988
3
$14.1M 4.4%
262,297
+11,897
4
$13.5M 4.23%
132,982
+27,047
5
$11.7M 3.66%
247,148
+3,923
6
$11.1M 3.47%
197,936
+20,688
7
$9.78M 3.06%
120,624
-1,704
8
$9.74M 3.05%
100,000
9
$8.87M 2.78%
265,638
-1,212
10
$8.48M 2.66%
75,152
+2,722
11
$7.99M 2.5%
52,985
-17,067
12
$7.73M 2.42%
184,607
+6,324
13
$7.34M 2.3%
99,256
+88,735
14
$6.82M 2.13%
285,236
+17,040
15
$6.81M 2.13%
46,939
+18,592
16
$6.66M 2.08%
138,490
+3,053
17
$5.89M 1.84%
155,931
+5,487
18
$5.76M 1.8%
92,999
+39,212
19
$5.54M 1.73%
52,303
+4,681
20
$5.24M 1.64%
100,508
+4,514
21
$4.76M 1.49%
62,849
+25,039
22
$4.56M 1.43%
35,691
+3,240
23
$4.51M 1.41%
53,222
+2,859
24
$4.35M 1.36%
28,590
+2,826
25
$4.2M 1.32%
43,913
+4,211
1
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