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
$442M
AUM Growth
+$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$4.66M
3 +$2.74M
4
GTLS icon
Chart Industries
GTLS
+$2.2M
5
AA icon
Alcoa
AA
+$1.63M

Sector Composition

1 Financials 15.66%
2 Technology 14.52%
3 Communication Services 10.66%
4 Healthcare 6.05%
5 Industrials 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
0
352
-25
353
-12
354
-160
355
-28,621
356
-350
357
-8,710
358
-1,200
359
$0 ﹤0.01%
200