BCM
Blume Capital Management Portfolio holdings
AUM
$491M
This Quarter Return
-15.93%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$253M
AUM Growth
+$253M
(-17%)
Cap. Flow
-$1.7M
Cap. Flow
% of AUM
-0.67%
Top 10 Holdings %
Top 10 Hldgs %
38.91%
Holding
350
New
30
Increased
68
Reduced
58
Closed
30
Top Buys
| 1 |
Bank of America
BAC
|
$2.51M |
| 2 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.03M |
| 3 |
Charles Schwab
SCHW
|
$1.78M |
| 4 |
Fiserv
FI
|
$1.75M |
| 5 |
Applied Materials
AMAT
|
$1.72M |
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$7.85M |
| 2 |
T-Mobile US
TMUS
|
$3.38M |
| 3 |
Verizon
VZ
|
$3.08M |
| 4 |
CVS Health
CVS
|
$2.96M |
| 5 |
Weyerhaeuser
WY
|
$2.69M |
Sector Composition
| 1 | Technology | 22.42% |
| 2 | Financials | 17.72% |
| 3 | Communication Services | 14.8% |
| 4 | Industrials | 6.42% |
| 5 | Healthcare | 5.82% |
