BCM

Blume Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
-$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Sells

1 +$1.99M
2 +$1.98M
3 +$1.56M
4
WMB icon
Williams Companies
WMB
+$1.55M
5
GE icon
GE Aerospace
GE
+$1.23M

Sector Composition

1 Technology 17.99%
2 Financials 15.46%
3 Communication Services 11.62%
4 Healthcare 10.58%
5 Energy 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-600
227
$0 ﹤0.01%
2
228
-200
229
0
230
0
231
-735
232
$0 ﹤0.01%
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