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
176
$18K 0.01%
400
177
$18K 0.01%
200
178
$17K 0.01%
223
179
$17K 0.01%
1,000
180
$16K 0.01%
120
-13
181
$16K 0.01%
1,000
182
$15K 0.01%
405
183
$14K 0.01%
700
184
$14K 0.01%
600
185
$14K 0.01%
120
186
$12K 0.01%
735
187
$12K 0.01%
+250
188
$12K 0.01%
300
189
$11K 0.01%
1,000
190
$11K 0.01%
600
191
$11K 0.01%
226
192
$11K 0.01%
+750
193
$11K 0.01%
600
-118,980
194
$10K 0.01%
+90
195
$10K 0.01%
+400
196
$10K 0.01%
+75
197
$9K ﹤0.01%
+164
198
$9K ﹤0.01%
+97
199
$9K ﹤0.01%
200
200
$9K ﹤0.01%
300
-300
6 7
8
9 10