BCM
Blume Capital Management Portfolio holdings
AUM
$491M
This Quarter Return
-1.44%
1 Year Return
+14.5%
3 Year Return
+63.79%
5 Year Return
+131.03%
10 Year Return
+213.32%
AUM
$337M
AUM Growth
+$337M
(-0.7%)
Cap. Flow
+$2.95M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
35.86%
Holding
328
New
9
Increased
31
Reduced
71
Closed
13
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 14.87% |
| 2 | Financials | 14.47% |
| 3 | Communication Services | 11.59% |
| 4 | Healthcare | 5.54% |
| 5 | Industrials | 5.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
326
IPG Photonics
IPGP
$3.42B
| – | – |
-250
| Closed | -$34K |
|
327
VanEck Junior Gold Miners ETF
GDXJ
$6.91B
| – | – |
-475
| Closed | -$16.9K |
|
328
Biogen
BIIB
$20.8B
| – | – |
-25
| Closed | -$7.12K |
|