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
$126M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.04M
3
+$2.72M
4
CSCO icon
Cisco
CSCO
+$796K
5
DE icon
Deere & Co
DE
+$795K

Top Sells

1
+$2.39M
2
+$1.5M
3
+$773K
4
META icon
Meta Platforms (Facebook)
META
+$767K
5
MRK icon
Merck
MRK
+$718K

Sector Composition

1 Energy 18.43%
2 Technology 15.25%
3 Healthcare 12.1%
4 Communication Services 11.84%
5 Financials 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$91K 0.07%
5,550
+900
77
$91K 0.07%
2,206
78
$85K 0.07%
5,600
-1,000
79
$84K 0.07%
1,200
80
$82K 0.07%
719
81
$82K 0.07%
2,001
82
$74K 0.06%
560
83
$70K 0.06%
719
-49
84
$70K 0.06%
650
85
$69K 0.05%
1,050
-100
86
$68K 0.05%
2,134
87
$67K 0.05%
987
88
$66K 0.05%
3,451
+650
89
$65K 0.05%
624
90
$64K 0.05%
911
-2,489
91
$63K 0.05%
2,000
92
$62K 0.05%
500
93
$62K 0.05%
707
+281
94
$59K 0.05%
2,500
95
$58K 0.05%
600
96
$57K 0.05%
400
97
$56K 0.04%
1,600
98
$55K 0.04%
2,350
-700
99
$54K 0.04%
1,620
+200
100
$52K 0.04%
1,464
2 3
4
5 6