BCM
Blume Capital Management Portfolio holdings
AUM
$491M
1-Year Return
14.5%
This Quarter Return
+9.18%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$121M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
99.99%
Top 10 Holdings %
Top 10 Hldgs %
48.29%
Holding
262
New
260
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vodafone
VOD
|
$9.06M |
| 2 |
Microsoft
MSFT
|
$7.77M |
| 3 |
MetLife
MET
|
$6.44M |
| 4 |
Johnson & Johnson
JNJ
|
$6.41M |
| 5 |
Schlumberger
SLB
|
$5.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 16.38% |
| 2 | Technology | 15.07% |
| 3 | Healthcare | 12.58% |
| 4 | Communication Services | 12.5% |
| 5 | Financials | 11.25% |
