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
$180M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.89M
3
+$1.36M
4
GS icon
Goldman Sachs
GS
+$1.25M
5
CMCSA icon
Comcast
CMCSA
+$1.04M

Top Sells

1
+$2.58M
2
+$2.29M
3
+$1.95M
4
GM icon
General Motors
GM
+$1.3M
5
VOD icon
Vodafone
VOD
+$1.28M

Sector Composition

1 Technology 20.63%
2 Financials 14.65%
3 Energy 14.39%
4 Healthcare 10.88%
5 Communication Services 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10K 0.01%
600
177
$10K 0.01%
75
178
$9K 0.01%
+614
179
$7K ﹤0.01%
+119
180
$7K ﹤0.01%
216
181
$7K ﹤0.01%
735
182
$6K ﹤0.01%
400
183
$6K ﹤0.01%
227
184
$6K ﹤0.01%
447
-1
185
$5K ﹤0.01%
110
-28
186
$5K ﹤0.01%
453
187
$5K ﹤0.01%
50
-10
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$5K ﹤0.01%
210
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$5K ﹤0.01%
500
190
$4K ﹤0.01%
155
-92
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$4K ﹤0.01%
150
192
$4K ﹤0.01%
83
193
$4K ﹤0.01%
300
194
$4K ﹤0.01%
300
195
$4K ﹤0.01%
250
196
$3K ﹤0.01%
72
-7,646
197
$3K ﹤0.01%
500
198
$3K ﹤0.01%
300
199
$3K ﹤0.01%
300
200
$3K ﹤0.01%
66
6 7
8
9 10