BCM

Blume Capital Management Portfolio holdings

AUM $520M
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.92M
3
+$1.85M
4
OAK
OAKTREE CAPITAL GROUP, LLC
OAK
+$1.53M
5
WFC icon
Wells Fargo
WFC
+$600K

Top Sells

1
+$1.8M
2
+$681K
3
+$656K
4
MSFT icon
Microsoft
MSFT
+$521K
5
CMCSA icon
Comcast
CMCSA
+$478K

Sector Composition

1 Technology 19.65%
2 Energy 17.27%
3 Financials 12.09%
4 Communication Services 11.69%
5 Healthcare 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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