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
$189M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.55M
3
+$3.12M
4
TJX icon
TJX Companies
TJX
+$1.82M
5
INTC icon
Intel
INTC
+$1.62M

Top Sells

1
+$2.84M
2
+$2.18M
3
+$1.44M
4
QCOM icon
Qualcomm
QCOM
+$1.44M
5
HBI
Hanesbrands
HBI
+$1.32M

Sector Composition

1 Technology 18.8%
2 Energy 15.98%
3 Financials 13.49%
4 Healthcare 11.57%
5 Communication Services 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$121K 0.06%
1,000
77
$118K 0.06%
615
78
$114K 0.06%
2,132
+1,030
79
$104K 0.06%
1,175
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80
$104K 0.06%
1,486
+875
81
$103K 0.05%
850
82
$103K 0.05%
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83
$100K 0.05%
+2,063
84
$88K 0.05%
627
85
$87K 0.05%
8,356
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86
$86K 0.05%
1,498
87
$85K 0.05%
1,052
88
$83K 0.04%
+1,850
89
$82K 0.04%
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90
$81K 0.04%
2,000
91
$80K 0.04%
1,478
92
$78K 0.04%
5,600
93
$77K 0.04%
2,104
+1,760
94
$76K 0.04%
3,000
-300
95
$75K 0.04%
400
96
$75K 0.04%
1,536
97
$73K 0.04%
950
98
$71K 0.04%
+500
99
$71K 0.04%
1,627
+1,285
100
$70K 0.04%
2,611
2 3
4
5 6