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
126
$43K 0.02%
650
127
$42K 0.02%
+547
128
$42K 0.02%
+95
129
$40K 0.02%
300
130
$39K 0.02%
750
131
$39K 0.02%
599
132
$39K 0.02%
1,810
+10
133
$38K 0.02%
+400
134
$38K 0.02%
675
135
$37K 0.02%
+1,265
136
$37K 0.02%
500
137
$36K 0.02%
700
138
$36K 0.02%
250
-50
139
$35K 0.02%
2,118
+6
140
$34K 0.02%
2,016
+4
141
$33K 0.02%
+2,108
142
$33K 0.02%
1,200
143
$33K 0.02%
25
144
$32K 0.02%
2,000
145
$32K 0.02%
+4,015
146
$32K 0.02%
500
-166
147
$31K 0.02%
+1,476
148
$31K 0.02%
+4,280
149
$31K 0.02%
+2,080
150
$31K 0.02%
+1,998
4 5
6
7 8