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
1
$16.6M 4.97%
542,849
+15,912
2
$15.6M 4.67%
300,797
+10,277
3
$13.8M 4.13%
269,880
+7,583
4
$13.3M 3.96%
136,457
+3,475
5
$11.7M 3.49%
252,902
+5,754
6
$11.7M 3.48%
220,548
+22,612
7
$10.5M 3.12%
100,000
8
$9.82M 2.93%
64,641
+17,702
9
$9.57M 2.86%
297,886
+32,248
10
$8.35M 2.49%
295,444
+10,208
11
$7.71M 2.3%
86,871
+24,022
12
$7.59M 2.27%
99,944
-20,680
13
$7.53M 2.25%
138,165
+37,657
14
$6.97M 2.08%
98,457
-799
15
$6.83M 2.04%
58,839
-16,313
16
$6.52M 1.95%
136,781
-1,709
17
$6.21M 1.85%
57,079
+4,776
18
$5.86M 1.75%
92,927
-72
19
$5.69M 1.7%
105,535
+52,042
20
$5.65M 1.69%
163,337
+7,406
21
$5.57M 1.66%
145,840
-38,767
22
$5.31M 1.59%
37,436
-15,549
23
$4.93M 1.47%
29,565
+975
24
$4.83M 1.44%
53,854
+632
25
$4.59M 1.37%
114,180
+4,820
1
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