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
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.4M 4.92%
236,349
-482
2
$17.8M 3.91%
301,811
-13,438
3
$15.7M 3.45%
291,230
+33,321
4
$15.2M 3.33%
168,864
-5,567
5
$14.6M 3.2%
362,266
-22,217
6
$12M 2.63%
507,136
+13,529
7
$12M 2.62%
134,420
+28,420
8
$11.9M 2.61%
214,194
+409
9
$11.9M 2.6%
141,047
10
$11.7M 2.57%
246,504
+11,680
11
$11.2M 2.45%
175,020
+4,991
12
$11.1M 2.43%
249,142
-1,708
13
$10.7M 2.34%
134,628
-27,948
14
$9.43M 2.07%
117,530
-2,230
15
$9.37M 2.06%
108,551
-13,088
16
$8.87M 1.95%
239,157
+3,026
17
$8.21M 1.8%
117,615
+117,340
18
$7.71M 1.69%
40,601
-1,361
19
$7.5M 1.64%
26,550
-1,612
20
$7.34M 1.61%
62,269
+20,687
21
$7.17M 1.57%
37,392
-501
22
$7M 1.54%
61,485
-1,943
23
$6.97M 1.53%
88,111
-8,858
24
$6.89M 1.51%
51,053
+344
25
$6.59M 1.45%
112,020
-1,120
1
2 3 4 5