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
$339M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$3.45M
2
+$1.29M
3
+$1.16M
4
JNJ icon
Johnson & Johnson
JNJ
+$983K
5
UBER icon
Uber
UBER
+$858K

Top Sells

1
+$4.82M
2
+$776K
3
+$744K
4
FDX icon
FedEx
FDX
+$682K
5
AMAT icon
Applied Materials
AMAT
+$607K

Sector Composition

1 Technology 17.5%
2 Financials 15.12%
3 Communication Services 12%
4 Industrials 5.53%
5 Healthcare 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$62.6K 0.02%
1,200
-150
152
$61.8K 0.02%
345
153
$61.5K 0.02%
250
154
$60.1K 0.02%
1,835
155
$59.5K 0.02%
550
156
$59.4K 0.02%
700
157
$59.3K 0.02%
1,500
158
$59.3K 0.02%
1,505
159
$58.8K 0.02%
881
-6
160
$58.2K 0.02%
1,600
-400
161
$56.7K 0.02%
+3,000
162
$56.6K 0.02%
534
163
$55.7K 0.02%
1,065
164
$53.7K 0.02%
700
165
$53K 0.02%
275
+200
166
$52.4K 0.02%
+2,000
167
$49.9K 0.01%
135
168
$47K 0.01%
800
169
$45.8K 0.01%
400
170
$45.7K 0.01%
300
171
$45K 0.01%
2,400
-400
172
$44.5K 0.01%
2,032
173
$43.3K 0.01%
+80
174
$41.5K 0.01%
+239
175
$41.4K 0.01%
200
5 6
7
8 9