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
151
$31K 0.02%
+1,387
152
$30K 0.02%
175
153
$30K 0.02%
+1,324
154
$29K 0.02%
1,200
155
$29K 0.02%
1,500
-1,000
156
$29K 0.02%
+259
157
$28K 0.01%
+1,592
158
$28K 0.01%
1,215
+450
159
$28K 0.01%
+150
160
$25K 0.01%
100
161
$25K 0.01%
500
-300
162
$25K 0.01%
477
163
$23K 0.01%
188
164
$22K 0.01%
+255
165
$22K 0.01%
280
166
$21K 0.01%
400
167
$20K 0.01%
+226
168
$20K 0.01%
1,000
169
$20K 0.01%
1,000
170
$20K 0.01%
257
-61
171
$20K 0.01%
137
172
$19K 0.01%
+234
173
$19K 0.01%
1,546
174
$19K 0.01%
300
175
$18K 0.01%
194
5 6
7
8 9