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
101
$224K 0.05%
964
102
$224K 0.05%
2,000
103
$223K 0.05%
430
-5
104
$219K 0.05%
2,800
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105
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532
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106
$215K 0.05%
8,000
107
$212K 0.05%
369
108
$208K 0.05%
423
+8
109
$206K 0.05%
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110
$206K 0.05%
768
111
$201K 0.05%
98
+3
112
$201K 0.05%
325
113
$200K 0.04%
346
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114
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115
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116
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380
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117
$184K 0.04%
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118
$183K 0.04%
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119
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121
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122
$167K 0.04%
875
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123
$166K 0.04%
633
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124
$161K 0.04%
275
125
$159K 0.04%
5,800