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
$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 Limited
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
251
$2K ﹤0.01%
+40
252
$2K ﹤0.01%
+75
253
$2K ﹤0.01%
+51
254
$2K ﹤0.01%
+200
255
$2K ﹤0.01%
+40
256
$1K ﹤0.01%
+16
257
$1K ﹤0.01%
+30
258
$1K ﹤0.01%
+140
259
$1K ﹤0.01%
+21
260
$0 ﹤0.01%
+12
261
0
262
$0 ﹤0.01%
+9