BCM

Blume Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 27.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$3.28M
2 +$2.85M
3 +$1.83M
4
CSCO icon
Cisco
CSCO
+$1.72M
5
KMI icon
Kinder Morgan
KMI
+$1.21M

Top Sells

1 +$7.41M
2 +$2.76M
3 +$2.58M
4
GS icon
Goldman Sachs
GS
+$1.88M
5
AAPL icon
Apple
AAPL
+$1.68M

Sector Composition

1 Technology 19.16%
2 Financials 18.19%
3 Communication Services 15.94%
4 Healthcare 9.01%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-1,500
277
$0 ﹤0.01%
+2