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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 4.05%
330,855
-20,334
2
$16.4M 3.99%
100,048
+1
3
$15.3M 3.73%
253,288
+1,981
4
$14.1M 3.44%
582,233
-24,139
5
$13.6M 3.32%
187,589
-23,288
6
$13.1M 3.18%
179,104
7
$12.4M 3.02%
360,658
-2,339
8
$11.5M 2.8%
145,393
+5,207
9
$10.3M 2.51%
255,079
-55,517
10
$10.1M 2.46%
148,047
+139,995
11
$9.94M 2.42%
230,913
-99,185
12
$8.68M 2.11%
220,254
-53,802
13
$7.45M 1.81%
160,951
-77,906
14
$7.22M 1.76%
252,972
-142,066
15
$6.86M 1.67%
136,078
-71,916
16
$6.57M 1.6%
141,924
-98,388
17
$6.31M 1.53%
23,247
+2,351
18
$6.27M 1.53%
32,125
-2,825
19
$6.16M 1.5%
37,621
+1,820
20
$6.08M 1.48%
99,838
21
$5.95M 1.45%
54,394
+3,752
22
$5.93M 1.44%
37,858
-1,687
23
$5.58M 1.36%
80,631
-7,325
24
$5.48M 1.33%
97,000
+7,760
25
$5.15M 1.25%
70,032
+13,446
1
2 3 4 5