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
$386M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.19M
3
+$3.16M
4
BUD icon
AB InBev
BUD
+$2.98M
5
CSCO icon
Cisco
CSCO
+$2.46M

Top Sells

1
+$3.05M
2
+$2.98M
3
+$2.86M
4
NVS icon
Novartis
NVS
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.77M

Sector Composition

1 Communication Services 14.24%
2 Healthcare 13.49%
3 Consumer Staples 10.84%
4 Technology 10.24%
5 Utilities 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 4.47%
584,104
+26,123
2
$17.1M 4.42%
344,877
+18,487
3
$14.3M 3.69%
304,794
+5,672
4
$14.1M 3.66%
287,794
-7,047
5
$14M 3.62%
223,564
-7
6
$13.6M 3.53%
254,775
+14,167
7
$13.6M 3.51%
100,046
+46
8
$12.9M 3.34%
254,162
+5,964
9
$12.5M 3.25%
372,952
+73,120
10
$12.3M 3.18%
362,738
-782
11
$12.2M 3.16%
110,108
-27,464
12
$11.7M 3.02%
307,579
+5,244
13
$9.88M 2.56%
256,476
-11,012
14
$8.97M 2.32%
64,643
-3,452
15
$8.96M 2.32%
106,748
+48,513
16
$7.72M 2%
122,785
+32,821
17
$7.68M 1.99%
190,180
+78,883
18
$7.53M 1.95%
84,772
-31,216
19
$7.46M 1.93%
56,472
-2,450
20
$7.17M 1.85%
28,190
+596
21
$6.4M 1.66%
40,837
-1,260
22
$6.27M 1.62%
56,287
-158
23
$5.22M 1.35%
31,924
+17
24
$5.09M 1.32%
39,192
+544
25
$4.96M 1.28%
99,702
-44,735
1
2 3 4 5