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
$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
126
$36K 0.03%
500
-488
127
$35K 0.03%
400
128
$33K 0.03%
400
129
$32K 0.03%
930
+290
130
$32K 0.03%
3,000
131
$31K 0.02%
394
132
$31K 0.02%
412
133
$29K 0.02%
600
134
$29K 0.02%
750
135
$29K 0.02%
500
136
$29K 0.02%
1,500
137
$29K 0.02%
600
138
$28K 0.02%
600
-70
139
$27K 0.02%
1,158
140
$27K 0.02%
+19
141
$26K 0.02%
+828
142
$26K 0.02%
+248
143
$26K 0.02%
1,000
144
$25K 0.02%
1,779
145
$25K 0.02%
601
146
$24K 0.02%
3,000
147
$23K 0.02%
750
148
$23K 0.02%
200
149
$22K 0.02%
203
150
$22K 0.02%
+426
4 5
6
7 8