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
$303M
AUM Growth
+$252K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$3.69M
3 +$2.17M
4
FISV
Fiserv Inc
FISV
+$2.09M
5
FDX icon
FedEx
FDX
+$1.37M

Top Sells

1 +$5.79M
2 +$4.46M
3 +$2.93M
4
SNY icon
Sanofi
SNY
+$2.62M
5
CVS icon
CVS Health
CVS
+$2.53M

Sector Composition

1 Technology 21.22%
2 Financials 16.06%
3 Communication Services 15.92%
4 Healthcare 6.75%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$6K ﹤0.01%
+100
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150
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$3K ﹤0.01%
67
+5
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$3K ﹤0.01%
160
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$3K ﹤0.01%
6
300
$2K ﹤0.01%
25