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
$166M
AUM Growth
+$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$1.48M
3
+$1.04M
4
CMCSA icon
Comcast
CMCSA
+$382K
5
VOD icon
Vodafone
VOD
+$156K

Top Sells

1
+$2.5M
2
+$1.97M
3
+$1.75M
4
QCOM icon
Qualcomm
QCOM
+$1.51M
5
MSFT icon
Microsoft
MSFT
+$160K

Sector Composition

1 Technology 18.39%
2 Energy 18.15%
3 Financials 14.33%
4 Healthcare 12.43%
5 Communication Services 11.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$7K ﹤0.01%
400
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$6K ﹤0.01%
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$5K ﹤0.01%
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40
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$3K ﹤0.01%
200
-1,100
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
40
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124
196
$2K ﹤0.01%
150
197
$2K ﹤0.01%
150
198
$1K ﹤0.01%
+43
199
$1K ﹤0.01%
23
200
$1K ﹤0.01%
200
5 6 7
8
9