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
176
$12K 0.01%
+1,933
177
$12K 0.01%
750
178
$12K 0.01%
+358
179
$12K 0.01%
+200
180
$12K 0.01%
229
181
$12K 0.01%
500
182
$11K 0.01%
780
183
$11K 0.01%
+1,000
184
$11K 0.01%
+400
185
$11K 0.01%
+108
186
$11K 0.01%
66
187
$11K 0.01%
500
188
$11K 0.01%
+300
189
$11K 0.01%
+175
190
$10K 0.01%
556
191
$10K 0.01%
+100
192
$9K 0.01%
826
193
$9K 0.01%
448
194
$8K 0.01%
375
195
$8K 0.01%
271
+2
196
$7K 0.01%
331
+2
197
$7K 0.01%
250
-51
198
$7K 0.01%
100
-33
199
$7K 0.01%
+200
200
$7K 0.01%
100
6 7
8
9 10