BCM

Blume Capital Management Portfolio holdings

AUM $520M
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.77M
3
+$6.44M
4
JNJ icon
Johnson & Johnson
JNJ
+$6.41M
5
SLB icon
SLB Ltd
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K 0.01%
+100
227
$6K 0.01%
+184
228
$6K 0.01%
+200
229
$5K ﹤0.01%
+200
230
$5K ﹤0.01%
+300
231
$5K ﹤0.01%
+489
232
$5K ﹤0.01%
+70
233
$5K ﹤0.01%
+151
234
$5K ﹤0.01%
+250
235
$5K ﹤0.01%
+100
236
$4K ﹤0.01%
+175
237
$4K ﹤0.01%
+90
238
$4K ﹤0.01%
+300
239
$4K ﹤0.01%
+60
240
$4K ﹤0.01%
+300
241
$4K ﹤0.01%
+184
242
$4K ﹤0.01%
+140
243
$4K ﹤0.01%
+45
244
$3K ﹤0.01%
+300
245
$3K ﹤0.01%
+80
246
$3K ﹤0.01%
+25
247
$3K ﹤0.01%
+124
248
$3K ﹤0.01%
+75
249
$2K ﹤0.01%
+700
250
$2K ﹤0.01%
+30
7 8 9
10
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