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
$131M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$222K
3
+$219K
4
BDX icon
Becton Dickinson
BDX
+$214K
5
INTU icon
Intuit
INTU
+$206K

Top Sells

1
+$14.8M
2
+$11.8M
3
+$11.1M
4
MSFT icon
Microsoft
MSFT
+$11M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M

Sector Composition

1 Technology 17.82%
2 Healthcare 14.81%
3 Communication Services 11.62%
4 Utilities 10.81%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.74M 4.39%
17,061
-32,597
2
$5.66M 4.33%
60,666
-158,594
3
$4.79M 3.66%
71,900
-177,110
4
$4.61M 3.53%
25,986
-38,610
5
$4.2M 3.21%
40,037
-105,399
6
$4.12M 3.15%
7,254
-18,457
7
$3.96M 3.03%
9,541
-23,435
8
$3.81M 2.92%
26,420
-72,900
9
$3.64M 2.78%
69,916
-147,643
10
$3.27M 2.5%
62,940
-173,599
11
$3.16M 2.42%
23,349
-45,508
12
$3.08M 2.35%
18,400
-37,460
13
$3.03M 2.32%
128,438
-203,240
14
$2.88M 2.2%
17,577
-50,118
15
$2.76M 2.11%
15,928
-32,791
16
$2.74M 2.1%
12,609
-29,749
17
$2.69M 2.06%
16,843
-48,857
18
$2.26M 1.73%
9,261
-13,763
19
$2.02M 1.54%
3,546
-9,830
20
$2.01M 1.54%
5,655
-12,071
21
$1.86M 1.42%
13,641
-58,039
22
$1.82M 1.39%
24,926
-59,042
23
$1.79M 1.37%
23,346
-38,519
24
$1.78M 1.36%
36,052
-55,757
25
$1.59M 1.21%
20,226
-47,591
1
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