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
176
$40.8K 0.01%
488
177
$39K 0.01%
1,165
-2,000
178
$38.3K 0.01%
273
179
$37.9K 0.01%
229
180
$37.9K 0.01%
185
181
$36.5K 0.01%
374
182
$36.4K 0.01%
1,102
183
$36.3K 0.01%
300
184
$34.7K 0.01%
500
185
$34K 0.01%
250
-150
186
$33.6K 0.01%
300
187
$33.5K 0.01%
1,500
188
$33.4K 0.01%
800
189
$32.7K 0.01%
145
190
$32.7K 0.01%
550
191
$31.9K 0.01%
700
192
$31.1K 0.01%
542
+276
193
$30.6K 0.01%
1,600
194
$30.6K 0.01%
139
195
$29.9K 0.01%
531
196
$29.5K 0.01%
350
197
$29.1K 0.01%
530
198
$28.4K 0.01%
150
199
$27.8K 0.01%
175
200
$26.6K 0.01%
1,500